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Deal Flow CRM

Overview

Tracking an investment through the deal flow pipeline can be a lengthy and difficult process. With this deal flow CRM template, you can easily track new opportunities for investment, keep a system of record for industry contacts and company connections, better facilitate introductions & meetings, and track the progress of prospective deals. This template is fully customizable – use it as-is or edit fields, pages, and underlying logic to fit your team’s workflow.

About this template

Our template makes it easy to manage deals, company & funding information, and company contacts from one central location. With this template, you can:

  • Manage your deal pipeline. Track deals from first meeting through official close. Record details on new deals like funding round, pre-valuation, LTV, run rate, post-valuation, revenue, and more.
  • Track funding rounds. Use a kanban view to easily sort companies by funding round.
  • Collaborate with your team. Assign team members to specific tasks and accounts, and collaborate asynchronously through comments.

Included in this template, you’ll find the following pages: App Directory, Deals Pipeline, New Deals, Funding Rounds, Company Contacts, Companies Directory, Dashboard, and a Team page.

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What is a Deal Flow Customer Relationship Management (CRM) tool?

A deal flow CRM (Customer Relationship Management) tool is designed to manage and streamline the process of tracking and analyzing potential business deals and investment opportunities. CRMs can be particularly useful for teams needing to handle multiple deals or investment prospects at once, keeping track of progress and communication with each. CRMs provide a single source of truth, making it easier to not only track deals and investments through the entire pipeline, but work more collaboratively with teammates.

CRM resources

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