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Jenna Biancavilla Riley Brown
+4 more
Jake Glacer Ryan Carson Chamath Palihapitiya Chris Koerner

Google Sheets

Software

7 creators

Hosting the firm's weekly scorecard and KPI tracking system, with individual tabs per team member that roll up to a team-wide summary

"It lives in a Google sheet. Each advisor or support staff has their own tab and then they all total up to the team tab, so everyone can pop in there and look at anyone else's numbers at any point in time."

Jenna Biancavilla

Ep 506: Building A 'Killer' Scorecard To Track Key Weekly Metrics On The Path To $275M AUM with J... ▶ 37:28
More source quotes

Converting ChatGPT Work spreadsheets to Google Sheets for viewing and sharing financial comparison data

"Because we've set up the Google Sheets or we have the Google Drive plugin, it can automatically create Google Sheets and you'll be able to open it up right away. There you go. It is really color-coded and you can see here Alphabet, Microsoft, and Apple."

Riley Brown

Learn 99% of ChatGPT Work in 61 Minutes (Codex for Work) ▶ 56:01

Running and tracking overall business operations

"Google Sheets — I feel like I have to mention it. I sort of run everything through that."

Jake Glacer

This Insanely Simple App Makes $50K/Month ▶ 13:42
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CRM

Software

1 creator

Documenting client discussions about concentrated positions, recording meeting minutes and ongoing reassessments

"CRM, meeting minutes, when you have your annual meeting with clients, make sure that this position is not glossed over. The CRM notes are definitely helpful as well."

Rich Chen

Working With Legacy Investment Positions, With Rich Chen ▶ 22:36
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