Monitoring an investment as it progresses through the deal flow pipeline can prove to be a challenging and time-consuming endeavor. However, by utilizing this deal flow CRM template, you can simplify the tracking of new investment opportunities, maintain a comprehensive database of industry contacts and company relationships, enhance the organization of introductions and meetings, and monitor the advancement of potential deals. This template is adaptable to suit your team’s workflow, allowing for customization of fields, pages, and operational processes.
This template facilitates the centralized management of deals, company and funding data, as well as company contacts. It enables users to:
1. Effectively manage the deal pipeline, monitoring deals from initial meetings to official closures, and capturing relevant details such as funding rounds, pre-valuation, post-valuation, revenue, and more.
2. Track funding rounds using a kanban view to categorize companies based on funding round stages.
3. Foster collaboration within the team by assigning specific tasks and accounts to team members, and encouraging asynchronous communication through comments.
Included in this template are various pages like the App Directory, Deals Pipeline, New Deals, Funding Rounds, Company Contacts, Companies Directory, Dashboard, and a Team page.
A Deal Flow CRM tool is designed to streamline the process of tracking and evaluating potential business deals and investment opportunities. It proves particularly beneficial for teams managing multiple deals simultaneously, enabling them to monitor progress and communication effectively. By serving as a central hub for deal information, CRMs facilitate collaboration among team members, simplifying the tracking of deals throughout the pipeline and enhancing teamwork.