VC CRM & DealFlow Management

Use this setup to manage and automate your early-stage venture pipeline. This guide helps you configure Humble AI to streamline company research, prevent duplicate outreach, and power your DealFlow using Airtable or Notion — without the cost of a dedicated VC CRM.

1. 1

   Set up your DealFlow database

   Use this Airtable template or duplicate the Notion version if preferred.

   • Ensure the primary field is set to the company URL
   • Add fields like: Company Name, Description, Funding Raised, Industry, Investors, Notes
2. 2

   Install the Humble Browser Extension

   Install here

   • Pin the extension to your toolbar for easy access
3. 3

   Connect your database to Humble

   • Open the extension while on the company's website
   • Click "Save to Airtable" or "Save to Notion"
   • Select your DealFlow database and choose the correct table
4. 4

   Enable auto-fill enrichment

   When you add a company, Humble will use AI to auto-populate:

   • Description
   • Industry
   • Known Investors
   • Total Funding
   • Location
5. 5

   Customize your schema (Optional)

   Add columns like Stage, Last Touched, Lead Partner, or Market Fit Notes based on your investment workflow

6. 6

   Share with your team

   • In Airtable: Go to Share → Add collaborators and invite team emails
   • In Notion: Share the page and database with your workspace
7. 7

   Reduce duplicate outreach

   • When browsing, Humble flags if the company already exists in your CRM by the tab turning green
   • Team members can comment or update the entry rather than creating duplicates

Add power by connecting to other parts of your stack:

• Slack

  Notify team of newly added companies

• Zapier

  Trigger notifications or CRM actions when a deal is created

• HubSpot Integration

  Track emails and communication history alongside the Airtable record

• Set Company URL as the primary field to avoid duplicate entries

• Use Humble's enrichment to magic pre-fill the fields and save time and standardize your data

• Share the Airtable base to your team to ensure transparency and collaboration

• Use lookup fields to show related contacts, notes, or stage status

• Export or filter views to build LP updates or pipeline reviews