Investment Stack Design 1686479717

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Investment Stack Design: Inside

Hustle Fund’s Data-Driven VC Journey

VC Tech Stack Approaches


When it comes to building your VC tech stack, there are two
available, as seen above. The choice of which approach to take will
depend on preference and requirements. Some factors include:
How unique are the features you require?
How much do you want to pay?
What resources do you have to run your platform?
The Hustle Approach
When designing the platform, we went with the
bespoke approach from day 1. A couple of
factors went into our decision:
Who we are: our partners are entrepreneurs
at heart — the desire to stay lean, learn and
iterate is in their DNA
How we started: as a small fund ($11m), we
didn’t have much money to spend on big-
time software
How we invest: we see a lot of deals and
write a lot of checks. Without the ability to
automate what we do, the only way to scale
is by adding salaries
In short, we are a high-volume firm:
we see many deals and write many
checks.
The high volume presents a core
challenge in balancing efficiency and
effectiveness in getting, synthesizing,
and acting on information when
investing and supporting our portfolio
companies.
We believe a bespoke platform is the
best approach to tackle this challenge.
Our Tech Stack: App Overview
Our Tech Stack: Investment
Stack Design
DB: Airtable — as our central source of truth
for information about all investing entities
(companies, investments, etc.) and
operations info (actors, status, actions, etc.)
Glue: Zapier — to connect our apps, run our
logic, and execute predefined events via
triggers
UIs:
Airtable: to view information about
deals and investments & intake data
Pipedrive: to author and review
communication
Process street: as our investment
execution workflow (central/standard
data intake + event orchestration)
Our Tech Stack: Investment
Stack App Breakdown

Database: Airtable
CRM: Pipedrive
Workflow Tool: Process Street
Portfolio Management: Carta
Founder Community, Comms &
Knowledge Base: Circle
E-Signature Platform: DocuSign
Collaboration and Notes:
Notion
Reporting and Analytics:
Tableau
Form Tool: Typeform
Automation Tool: Zapier
Source: Andre Retterath & Will
Bricker from Hustle Fund

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