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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
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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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Excel

Software

6 creators

AI-powered spreadsheet creation and data visualization using the Claude extension

"On Windows, Excel just does so much better than if you use it on a Mac. The sixth tool that you should download immediately to your Windows laptop is the Claude extension for Excel."

Riley Brown

The Ultimate AI Setup for Windows (Full Guide) ▶ 13:32
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Analyzing LTV and conversion rates across different SaaS subscription plans to optimize pricing

"This is a pure math question. Put all of them on an Excel sheet. Look what your LTVs are. Look what your conversion rates are, and then move pricing so you can maximize earnings per click."

The Game w/ Alex Hormozi

How To Think Like The Top 1% | Sales Masterclass ▶ 1:22:37

Making sense of numbers and data

"Excel is my most favorite… when you first were able to make sense of numbers, your relationship with numbers changed."

Fei-Fei Li

What AI will do to work, according to 5 people building it ▶ 13:17
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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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Products are related to this topic through catalog tags. Quotes describe the creator’s stated use; they are not necessarily recommendations for this topic.

Creator counts cover all uses and all dates. Each person counts once per product family. Paid promotions and passing mentions are excluded. Items are ordered by creator count, then name.

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