First thing I did was recreate our super simple website. You can see both here.
Only difference? LP portal log-in at the bottom.
Super quick to set up a sign-in page. Linked to my Airtable back-end where I set up a user table.
Don't need a sign-up page cuz it's invite-only to my LPs.
Then I set up "LP Home". I'll want this to be a dashboard summary of various things so I'll come back to it later.
For now, Hello!
Also set up a "Pipeline" page where LPs can see our entire outbound pipeline.
Here's our outbound pipeline page. There's a simple "list block" that I added and synced to my Airtable.
I added filters for score, tags, and a filter for quickly looking at our queue of "interesting" companies. These are companies we may reach out to.
1500+ startups. Boom.
So up to here, I did two nights ago when I jammed out for about 1.5 hours.
Setting up portfolio page now.
Interestingly, I can't pull linked columns from Airtable into these list views.
For now, the hack I'm using is setting up a Formula column in Airtable to turn this into a text field - which I can pull into Softr.
Okay, so portfolio page is set up.
I don't have logos for portfolio companies so will need to get those into Airtable so I can show it here.
Also found out currency columns don't pull in well. I'll add investment amount, valuation stuff later than I guess...
Okay, so added logo to the nav.
Seems like there's a "standard nav" option so I don't have to edit on a per-page basis. But the standard nav is whatever you use on "home" - in our case our public site where we don't use nav.
So for now I have to update the nav on each page.
You know what would be cool? Portfolio News.
Just set up a new sheet in my Airtable base, added 3 articles. Set up the "News" page now.
Just set up a new sheet for LP updates and adding the PDFs as an attachment.
Set up an "LP Updates" page where they can quickly access all past updates.
Alright, let's start pulling these in to the LP dashboard!
Trying to pull in some stuff like recent news into the LP home.
Softr only has one type of simple text box and the padding/margins on it are pretty big. (as you can see)
I want it to say "Recent New" right above the news list...
Here's a quick Loom of me logging in and clicking around our portal.
Lots of errors I noticed, but I'll fix those this afternoon.
Ppl want more efficient note taking, want to capture all of their thoughts, and want to be able to access it easily.
@RoamResearch has a cult following here. @supernotesapp feels like a less intense version of Roam. @AlmanacDocs claims to be the fastest collaborative doc editor.