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.

The success of your company depends on the deals you make with different firms and organizations. Proper tracking and management of such deals are essential to ensure the highest possible return. This is accomplished via deal flow management.

Efficient and effective deal flow management will ensure that you don’t miss out on the best possible investment opportunities. 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. 

Are you looking for a tool to manage your deal flow? You’ve come to the right place. Stackby has created a template exclusively for this purpose. With our Deal-flow Management Template, you can record and track your deal’s details on a single interface.

How can you use deal flow management template for your organization?

The Deal-flow management template will allow you to:

• Bring information via pitch forms - startup name, description, URL, categories, pitch deck attachments and more. 
• Record the source of a particular deal for future reference.
• Track the current status of the deal. You can select from the options given, including Portfolio, Due-Diligence, Negotiation, On-Hold, etc.
• Keep an eye on the closing date of each deal. You can also assign a deal manager to make the process simpler and easier.
• Attach any documents related to the deals to the template itself for easy access.
• The template also allows you to view the deals by their action or current status. It has an inbuilt calendar that tracks the closing of each deal.
• The separate tab for sources allows you to list and summarize all the sources for your deals. 
• Add any custom fields to record particular details of any startup. 
• Record the contact details - phone number, email ID of the startup representatives and their current job title in the company.
• Monitor and update the details as and when required.

To make your job easier, the deal-flow management template comes attached with a standard Startup pitch form that can be used by your company while negotiating with them. 

Whether you are a well-established company looking to invest in the stock market or an individual with savings invested in different stocks, keeping track of your stock portfolio is vital to ensure that your money is being invested in the right place. Our Stock Portfolio Management Template can help you do just that!

What is a stock portfolio?

In straightforward terms, a stock portfolio is the collection of different stocks that you have invested in.

How will a stock portfolio tracker help you?

With digitisation impacting every aspect of your business and life, the practice of keeping track of your stocks manually is a thing of the past.

A stock portfolio tracker is a program that allows you to track your investments in real-time. It consolidates your investments on different platforms and displays everything in one place. The portfolio tracker will allow you to:

• Keep track of your stock prices in real-time.
• Make intelligent investment choices with maximum returns.
• View your stock’s performance on an annual or quarterly basis.
• Analyse the profit and loss of each investment.
• Diversify your investment portfolio to hedge risks and increase profit.
• Rebalance your portfolio during stock market fluctuations.

A stock portfolio tracker is a go-to solution to your investment tracking problems.

Stackby’s new Stock Portfolio Management Template is just the interface you need to invest smart and earn better! With our custom-made stock portfolio template, you can manage your stock performance in real-time with immense ease. By keeping track of various stock prices and other data, you can analyse if your investment choices are getting you the best possible returns.

• Managing limited partners can feel like a never-ending puzzle. With numerous partners, deals, and tasks to handle, getting lost in the chaos is easy. But fear not! Stackby's LP Tracking Template is here to simplify your limited partnership management.
• Stay organized and gain a comprehensive overview of all your limited partners and their associated deals. Everything is neatly organized in one place, from lead partners to proposal details and minimum/maximum investments.

Limited Partners: Definition

• Limited partners are investors who contribute capital to a partnership but have limited liability and are not actively involved in the partnership's day-to-day operations or management decisions.
• They primarily provide financial support and share in the profits and losses of the partnership.

What is a Limited Partners Agreement?

• A Limited Partners Agreement is a legal document that outlines the terms and conditions of the partnership between the general partner(s) and the limited partner(s).
• It covers aspects such as the rights and responsibilities of each party, profit distribution, decision-making authority, and more. Understanding the agreement is crucial for effectively managing limited partner relationships.

What is Limited Partners Liability?

Limited partners enjoy limited liability, which means their personal assets are protected from the partnership's debts and obligations. They are generally not held responsible for any losses or debts incurred by the partnership beyond their initial investment.

Limited Partnership vs. General Partnership: Understanding the Key Distinctions

• It's essential to differentiate between limited partnerships and general partnerships.
• While both involve multiple individuals or entities pooling resources for a common business purpose, there are significant differences in terms of liability, decision-making authority, and involvement in day-to-day operations.
• Limited partnerships offer investors limited liability protection, while general partnerships expose all partners to unlimited liability.

A Brief Overview of Stackby's LP/Limited Partners Tracking Template

• Our LP Tracking Template is designed to help you efficiently manage limited partner relationships and keep track of important information related to investor commitments, deal progress, tasks, and more.
• It provides a user-friendly interface that makes it effortless for you to navigate.

Who is This LP Tracking Template for?

• The Limited Partners Tracking Template is ideal for angel networks, fund managers, venture capitalists, private equity firms, and anyone managing limited partner relationships.
• Whether raising funds, tracking commitments, or overseeing multiple deals simultaneously, it offers an all-inclusive solution to streamline your workflow.

Why Do You Need Stackby's Limited Partners Tracking Template?

• Efficiently track and manage limited partners' information, such as lead partners, status, proposals, minimum and maximum investments, and tasks.
• Use the power of Stackby's Apps to access, enrich and take action on your data, thereby taking your limited partnership management to the next level.
• Add our View level sharing powerup to your stack to share individual views with any team members or stakeholders.

Table Included in Our Limited Partners Tracking Template

• All Deals: This table allows you to keep track of all deals associated with limited partners, including deal details, status updates, and more.
• Tasks: With its aid, you can stay organized by tracking tasks associated with each limited partner, ensuring timely completion and efficient collaboration.
  Stackby also provides advanced functionalities like Lookup and Aggregation. These features enhance the capabilities of your LP Tracking Template:
• Lookup: The Lookup column type lets you fetch data from other tables based on specific criteria.
  For example, you can create a Lookup column in the "All Deals" table to retrieve the total number of tasks assigned to a limited partner from the "Tasks" table. It provides valuable insights and a consolidated view of each limited partner's task load.
• Aggregation: The Aggregation column type allows you to perform calculations or generate summaries based on the data in a specific column.
  For instance, you can create an Aggregation column in the "All Deals" table to calculate the total investment amount across all deals for each limited partner. This feature simplifies financial analysis and reporting.

By leveraging these features, you can extract meaningful insights, automate calculations, and generate comprehensive reports within your LP Tracking Template.

Ways to Customize Our Limited Partners Tracking Template

• Customize fields to capture the information relevant to your limited partners.
• Add or import tables based on your needs, such as investor information, financial data, or performance metrics.
• Add our Goal Tracker App to your stack to track goals and set targets automatically.
• Leverage our Stack Schema App to visualize all your stack's columns, tables, and their relationships.

Are You Ready to Take Control of Your Limited Partnership Journey?