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I have 2folders.
Ballers (the emails from MD's) Hoes (everyone else)
This is the kid I want him to kiss my ass nonstop 24/7 when I rise to my high status.
never delete email nor sort it into folders, just star and label it to an appropriate folder if necessary
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This is such a fascinating thread. I hope it explodes into 300+ posts. Can't wait to hear everyone's take.
Echo the above on no deleting and use folders, but wanted to add Outlook 2010 allows you to make color tags for categories which is helpful if you can keep up with it.
Drag it to separate folders if I want to save them since we are only allowed a certain number of MB of email before we get an error message saying we have to start deleting stuff.
Real ballers like me can get their 500 MB standard inboxes upgraded to 1GB. (Look out, corner office.)
Fuck bottle service, just give me a gig of Outlook storage and a warm Corona from the bodega two blocks over.
There are a few buttons near the top of Outlook that let you sort by date, name, subject, etc. I sort by date. That way, the most recent email is at top so I notice it. Unless of course, I'm looking for a specific person, then I sort by name after a search by typing their name in that little box at the top. If I'm looking for a particular subject, then I sort by subject (once again, after typing a little bit at top). If I'm looking for an attachment, then I sort by the little paper clip.
Not too complicated people. I would have thought they taught bankers stuff like this.
Some people don't like to just keep all of their email in their inbox. What they do is they look at each email, 'process' it, then place it in some folder. I know some folks who don't go home until their email inbox is empty (that is, once each email has been processed and placed into a folder). What I was curious about is how many people actually use this, a related, or any system at all. How do you ballers stay on top of the mountains of email coming at you? It seems like its part art, part science...
I organize by project and make sure to "process" emails into folders either at the end of each day or in the morning, depending on how late of a night it is. Whenever I get an email and I'm jamming on something I skim through it to make sure its nothing urgent asking me to do something, and if its something I need to do I put it in a "To-Do" folder, if not save it for the end of day/early morning "processing."
I get a shit ton of emails everyday (at least I think so), in the ballpark of 300. Developed this system after falling behind on emails one day when I was jamming all day long - wasn't fun.
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I usually organized my mails by using folders per project. Never deleted anything that might be useful sometimes in the future though.
Folders and subfolders for every project - I'm obsessed with having zero emails in my inbox at the end of the day. Especially annoying when I get back from holiday and have 2,000 emails. I usually get through processing about 500, then end up giving up and deleting the rest. But as a general rule, never delete your emails - nothing like a paper trail to protect your back.
I had to delete some from time to time regardless of my willingness. I have some dirty little secrets which I fear someday the hackers will happen to see.
You're incredible.
Folders for each portfolio company, newsfeed, trade runs, etc. For newsfeeds and trading runs that aren't really time sensitive, I have a filter that just sends them straight to that folder when they come in so I don't have 300 emails a day in my inbox making it easy to miss something.
For things that are important (portco emails) my filters move a COPY to the folder, but also leave one in my inbox so I see it. I can delete the one in my inbox when I'm done and still have a copy in the folder.
Agreed with other posters... Anything that's even remotely important I'll save as a CYA.
At my old job you would be limited in the amount of emails you could keep, but the trick is you create separate folders, and this way you are allowed to keep as many emails as you want. When my inbox was overcharged I would just create a new folder. I got better in my last year and would call them: 2009fold1/2009fold2 /2010 / 2011 etc... Now in my new job the amount of sh.t I can store is unlimited. So I never delete emails. Ever.
Key is not spending 24/7 replying to bs emails. I'm super on the ball with mails from my boss but everyone else only gets dealt with first thing in the morning, evening, occasionally after lunch also. I have a tendency to not read long emails from analysts explaining how they've done x,y and z but rather will just stop by for them to take me through their large chunks of work. It's important to have good long stretches of time for 'jamming' as mentioned earlier as otherwise you won't get anywhere. Filing emails that you've actually dealt with is a must and I tend to just go by company (I'm dealing with 2-4 portfolio firms and around the same number of new investments all of the time).
I think also that BBs are a efficiency killer and again only will respond to my boss asap and keep everyone else's mails unread until one of my three email stops as mentioned above.
All this helps me free up my schedule for quality WSO time :).
I have a whole bunch of different folders set up plus rules that will auto sort my inbox as they come in. feel like it keeps me more organized throughout the day and ill know exactly where everything is when i need it
set up by project, some folders also for different personal admin stuff, random general company emails etc...
I am one of those people who needs to reach "inbox zero". I sort every email into different folders differentiating by topic and then by project.
Folders and filters are the best way to stay organized and to not miss any thing that needs to be replied or needs action.
InboxZero (google it if you don't know it!).
Inbox, Outbox, Sent
Folders and color categories, rules (filters), and archiving things older than a couple months
I have Completed Transactions, Current Transactions (these two have subfolders for each deal), Pitches & Proposals, Research, Origination and Personal.
I just set up filters to move things into folders by project. Anything that isnt filtered is probably junk or some mass communication that I can read whenever I feel like I have time.
How, specifically, do you organize your inbox? (Originally Posted: 06/11/2013)
What are the main folders you see when you go into your inbox, and what sub-folders are in those, and sub-sub-folders?
Do you organize it by deal? By what person staffs you on it? By product (M&A, capital raise, priv place)?
Everyone in my group has their own system, but I typically have main folders by project name, then subfolders for due diligence, deal terms negotiations, and other areas that have a lot of back and forth correspondence. I also have folders for internal communications that may be important later. I also usually put one pagers that are used across a lot of books in a single folder.
My group only does M&A, so I can't speak to organizing by deal type. Just whatever is a logical order that you can easily go back and find emails.
Project Folder -> Company -> Deal Admin Folder Industry News Folder Recruiting Folder
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