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Managing Your Dealflow Pipeline

What is the Dealflow Pipeline?

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