Managing a Deal Stream Online

Managing a package flow online is normally an essential tool for investors and investment teams to efficiently the path and screen deals. If you are a capital raising fund, angel group, spouse and children office, or other early stage expense organization, creating a comprehensive program in place will make it much easier to manage your pipeline and invest efficiently.

Deal Movement Management Software

The software meant for managing your deal circulation should allow you to enter and track beginning investment opportunities in a variety of stages of the pipeline so that you can easily examine prospects. Both you and your workforce should be able to add and observe notices, contacts, documents, pitch periods, next simple steps and other relevant information that may help you evaluate every prospect.

Effort & Management

Having a protect and powerful way to talk about, store and transfer data is crucial with regards to facilitating interaction between clubs. An online electronic info room is a wonderful way to provide secure entry to documents and files while not having to share hard drives or messages.


Attio is a marriage management software that is specifically designed to support startups, business capitalists, and private collateral teams. The platform enables real-time collaboration, easy permissions, and mobile-ready features.

Deal Movement Analytics and Dashboards

An efficient deal circulation system should have an easy-to-use interface that is certainly accessible right from any system. It should also offer a overview dashboard outline for a speedy overview of the quantity of new potentials you may have in your canal and their status at any given time. It should include a percentage in the prospects you have invested, passed or are even now monitoring to give you a better knowledge of which possibilities are the majority of promising to your organization.