Managing Your Dealflow Pipeline
What is the Dealflow Pipeline?
Track startups through the evaluation process.
- Accessing Dealflow: Navigate to Investor > Dealflow.
- Pipeline Stages: Sourced, Contacted, Engaged, Pipeline, Invested, Passed.
- Views: Toggle between Kanban Board (drag and drop) and List View (table format).
- Adding Startups: From Sourcing Engine, AI Search, or Deal Room.