You can also assign a deal manager to make the process simpler and easier.
Keep an eye on the closing date of each deal.You can select from the options given, including Portfolio, Due-Diligence, Negotiation, On-Hold, etc. Record the source of a particular deal for future reference.Bring information via pitch forms - startup name, description, URL, categories, pitch deck attachments and more.
The Deal-flow management template will allow you to: How can you use this template for your team? With our Deal-flow Management Template, you can record and track your deal’s details on a single interface. Stackby has created a template exclusively for this purpose. It allows you to keep an eye out for the most profitable deals heading your way! Stackby’s Deal-flow management template can make the process all the more easier for you.Īre you looking for a tool to manage your deal flow? You’ve come to the right place.
This is accomplished via deal flow management.Įfficient and effective deal flow management will ensure that you don’t miss out on the best possible investment opportunities. Proper tracking and management of such deals are essential to ensure the highest possible return. The success of your company depends on the deals you make with different firms and organizations. Whether you are an Angel Investor, an Investment Banker, or run a Venture Capital Fund, a significant portion of your time is spent negotiating and finalizing deals with startup companies.
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