Deal Pipeline Tracking
A deal tracked in someone's inbox is a deal that gets forgotten between meetings. We build the pipeline system that keeps every prospective deal moving.
What we build
- Deal stage tracking: Every deal moved through sourcing, diligence, and close.
- Sourcing pipeline: Inbound and outbound deal flow tracked in one view.
- Diligence checklists: Required diligence items tracked to completion per deal.
- Partner notes: Investment committee notes and decisions logged per deal.
Implementation scope
Deal pipeline tracking connects to the data room, so diligence documents attach directly to the correct deal record.