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Deal-flow Management Template

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Deal-flow Management Template

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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, similar to how our client database template helps manage client relationships.

How can you use this template for your team?

The Deal-flow management template will allow you to:

Bring information via pitch forms - startup name, description, URL, categories, pitch deck attachments and more. Just like our comprehensive online database tools that convert various data formats, this template seamlessly captures all essential deal information.
Record the source of a particular deal for future reference, enabling better sales and CRM tracking capabilities.
Track the current status of the deal. You can select from the options given, including Portfolio, Due-Diligence, Negotiation, On-Hold, etc. This status tracking works similarly to how our project tracker monitors project phases.
Keep an eye on the closing date of each deal. You can also assign a deal manager to make the process simpler and easier, much like how our real estate transaction tracker manages property deals.
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, providing similar functionality to our social media calendar for content scheduling.

Advanced Features for Investment Management

The separate tab for sources allows you to list and summarize all the sources for your deals, creating a comprehensive vendor management system for your investment pipeline.

Additional capabilities include:

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

For investment firms looking to expand their operational efficiency, our finance management software solutions provide comprehensive financial oversight alongside deal tracking.

Streamlined Startup Negotiations

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. This integrated approach mirrors how our marketing campaign tracker combines planning and execution in one platform.

Investment professionals can also benefit from our commission tracking template to manage performance-based compensation related to successful deals.

Scale Your Investment Success

Quality deal flow management can be the key factor that drives the success of your company. With our custom-made deal flow management template, you can scale your startup investments and focus on what you do best - investing in future unicorns!For teams managing multiple aspects of their business, explore our comprehensive operations management solutions that complement deal flow tracking with broader operational oversight.

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Europe VC Funds Database - Stackby Templates

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Startup deal-flow tracking template By Stackby Templates

Startup deal-flow tracking

Whether you're a venture capitalist or an angel investor, or a private equity investor, making investments with maximum return requires a thorough analysis of various aspects of the company. More importantly, the process requires structural organization in order to succeed and our Startup deal-flow tracking template offers just that. Before we go any further, let's understand the concept of deal flow. What is a deal flow? In simple terms, deal flow is the total amount of investment opportunities available to a fund. Making a deal with any company is often a complex process. As a result, you need to have a thorough knowledge of the various investment avenues currently available to you. The idea behind deal flow management is to ensure that you have all the data you need to make the right decision. This systematic approach helps investors streamline their evaluation process and make more informed investment choices. Where do you get access to the company's funding status, revenue range, current employee strength, and other data relevant to an investment decision? Online tools like Mattermark can help you with that. What is Mattermark? Put in simple words, Mattermark is a software that gives you detailed information about various companies and investors. It allows you to monitor the fastest-growing companies worldwide and make informed investment decisions based on reliable company data. You can track a company's performance and growth over time and stay updated with the latest details about investors worldwide. This comprehensive approach to data collection is essential for effective sales and CRM management in the investment sector. Accurate and easily accessible data is the key to making profitable deals. However, managing the huge amount of data generated can be a tedious and difficult task. To address your predicament, Stackby developed a Startup deal-flow tracking Template! Why Choose Stackby's Deal-Flow Tracking Solution? Bid farewell to the days when you were forced to refer to multiple databases and spreadsheets for reliable data! With Stackby's Startup deal-flow tracking Template, you can store and track your data from a single interface, similar to how our client database template helps businesses manage customer relationships. You can directly import the data provided by Mattermark instead of manually entering the same. This automation feature works seamlessly with our database conversion tools, allowing you to easily transform your existing data from various formats like Excel to database or CSV to database for comprehensive deal tracking. With multiple deal tracking templates available out there, why should you choose us? Key Features and Benefits How will Stackby's Startup deal-flow tracking Template help you make investment decisions? Using the template, you will be able to: Record multiple company profiles on the same platform, creating a comprehensive investment database Automate the entire process by importing data from Mattermark and update it accordingly Bring data from Mattermark ID to each company to promote efficient tracking Track company location and status - You can also add a small description to each company to better understand before finalizing the deal Auto-track total funding received by each company to date, including details about the last funding amount and date Monitor Mattermark scores automatically to assess company performance Track employee strength and growth patterns over time Monitor revenue ranges for comprehensive financial analysis Add companies directly from Mattermark to streamline data entry Real-time monitoring and updates as market conditions change Integration with Your Investment Workflow Our startup deal-flow tracking template integrates seamlessly with other business management tools. For investment firms managing multiple aspects of their operations, you can combine this with our project tracker for managing due diligence processes, or utilize our vendor management template for handling service providers and consultants involved in the investment process. The template also supports various data import formats. Whether you're working with JSON data from APIs or XML files from different sources, our conversion tools ensure your deal flow data remains consistent and accessible. Advanced Analytics and Reporting Beyond basic tracking, our template provides comprehensive analytics capabilities. You can generate detailed reports on investment patterns, track portfolio performance, and identify emerging market trends. This analytical approach mirrors the functionality found in our marketing campaign tracker, adapted specifically for investment management needs. For firms requiring detailed performance monitoring, the template works excellently alongside our commission tracking system, helping you manage success fees and carry distributions effectively. Getting Started Stackby's Startup deal-flow tracking Template provides you with all the data you need to make a sound investment decision. Get your Mattermark API today and integrate it with our custom-made deal-flow tracking template to automate the entire deal flow management process. If you're already managing a portfolio, you might also find value in our comprehensive database solutions. Learn more about building custom database applications or explore our guide on spreadsheets vs database to understand why database solutions are superior for complex investment tracking.For investment professionals seeking to enhance their overall workflow, consider exploring our finance management software solutions that complement the deal-flow tracking capabilities with comprehensive financial oversight tools. Related Templates: Idea Tracking Corporate M&A Tracking Deal Flow Management Dealflow CRM

Investor Portfolio Companies

This Investor Portfolio Companies template for Stackby helps you efficiently manage your portfolio with four key tables: Company Portfolio, Investment Rounds, Contacts, and Press Mentions. Keep track of company details, investment history, key stakeholders, and media coverage, all in a structured and easy-to-use format.

India VC Funds Database - Stackby Templates

India VC Funds Database

If you're an Indian startup, here's a curated list of India VC Funds database built in minutes via AI field in Stackby.  Add this template in your Stackby workspace and use it as a CRM to fund-raise for your startup. Happy fundraising! 

Corporate Mergers & Acquisitions Tracking Template for deal management. Templates

Corporate Mergers and Acquisitions Tracking

Are you a business owner or investor looking to keep track of mergers and acquisitions (M&A) activities in your industry? Look no further than Stackby's Corporate M&A Tracking Template! Whether you're a seasoned investor or just starting, this template is designed to help you make informed decisions about buying, selling, or holding shares in a particular company. So why wait? Let's have a look at the key features and benefits you can reap by trying out our M&A Tracking Template. What is M&A? Mergers and acquisitions (M&A) are two different types of corporate transactions that involve consolidating two or more companies. Mergers occur when two companies combine to form a new, larger entity, while acquisitions happen when one company purchases another. How do M&A Differ? Mergers and acquisitions differ in terms of how the transactions are structured and how the deal's value is determined. In a merger, the two companies combine to form a new entity, and the deal's value is based on the combined value of the two companies. In an acquisition, one company purchases another, and the deal's value is determined by the price paid for the acquired company. A Brief Overview of Stackby's Corporate M&A Tracking Template Stackby's Corporate M&A Template is a comprehensive solution that allows you to track all aspects of your M&A activities. This template will enable you to monitor potential deals, analyze financial data, track due diligence, and manage post-merger integration. Key Features of M&A Tracking Template Our Mergers and Acquisitions (M&A) Template comes loaded with a range of features that make it easy for you to track and manage your M&A activities. Some of the key features of the template include: Deal Tracking: With this feature, you can keep track of all the M&A deals your business is involved in, including the status of each deal and critical details such as the transaction value and expected close date. Contact Management: The Corporate M&A Tracking Template also includes a contact management feature that allows you to keep track of all the contacts involved in your M&A activities, including potential buyers and sellers, advisors, and other stakeholders. Customizable Tables: You can customize the template to suit your unique requirements by adding or importing tables as needed. Who can use Stackby M&A Tracking Template ? This mergers and acquisitions (M&A) template is designed for businesses of all sizes involved in M&A activities, including startups, small businesses, and large enterprises. It benefits business owners, investors, and analysts who must stay informed about corporate deals and make better-informed decisions about buying, selling, or holding shares in a particular company. Why Do You Need Stackby's M&A Tracking Template? Stackby's Corporate M&A or Mergers and Acquisitions Tracking Template offers a range of benefits for businesses involved in M&A activities, including: Improved Efficiency: The template streamlines the M&A process, making it easier for you to manage deals and keep track of all the necessary details. Better Decision-Making: With detailed financial analysis and other key metrics, the template allows you to make better-informed decisions about buying, selling, or holding shares in a particular company. How to Use This M&A Tracking Template? Using Stackby's Corporate Mergers and Acquisition (M&A) Tracking Template is easy. Simply sign up for Stackby, import the template, and customize it to your unique needs and requirements. The template comes with pre-built tables for deals and contacts, but you can add or import additional tables depending on your specific needs. 4 Ways to Customize Our M&A Tracking Template Here are some ways to customize our mergers and acquisitions (M&A) tracking template Add or import additional tables for specific M&A activities Customize the fields and columns to match your workflow Add custom views to filter and sort data Integrate with other tools, such as CRM or financial software via Zapier or similar. A Quick Look into the Tables That Already Come with Our M&A Tracking Template Deals: It is where you can track all the relevant details about each M&A deal you are monitoring. Contacts: It allows you to manage all the relevant contact information for the people and companies involved in each deal. Ready to Streamline Your M&A Tracking Process with Stackby's M&A Tracking Template? With our Corporate M&A Tracking Template, you can streamline the process of tracking deals, manage due diligence, and stay informed about corporate deals. So, get started today to stay ahead of the competition!Check out Other related Template Idea Tracking Deal Flow Management

Fund Portfolio Management Template By Stackby Templates

Fund Portfolio Management

Are you spending endless hours trying to analyze and optimize your fund portfolio? Wish there was a more innovative way to track investments, monitor performance, and make data-driven decisions? Introducing the game-changing solution that will revolutionize your portfolio management and drive your investment success - Stackby's Fund Portfolio Management Template! What is Fund Portfolio Management? Fund Portfolio Management involves overseeing and managing a collection of investments held within a fund. It encompasses tracking various aspects such as investment performance, valuations, stake percentages, and available capital. Effective portfolio management is essential for investment funds, angel networks, venture capital funds and managers to make informed decisions and maximize returns. What are Investment Funds and Managers? Investment funds are collective investment vehicles managed by professionals called fund managers. These funds pool money from multiple investors to invest in a diversified portfolio of securities. Fund managers make investment decisions, analyze market trends, and monitor the fund's performance to maximize returns and manage risk. They play a crucial role in fund portfolio management by selecting investments, allocating resources, and optimizing overall performance. Investment funds and managers provide individuals and institutions with professionally managed investment opportunities for potential returns and diversification. A Brief Overview of Stackby's Fund Portfolio Management Template Stackby's Fund Portfolio Template is a robust tool designed to streamline the management of investment funds and portfolios. It provides a centralized hub where you can organize and track all your portfolio companies and funds, making it easier to monitor performance and make data-driven investment decisions. Who is This Fund Portfolio Management Template for? Our Fund Portfolio Management Template is ideal for investment fund managers, private equity firms, venture capitalists, and other professionals managing investment portfolios. Whether you are overseeing a single fund or multiple funds with diverse investments, this template offers the flexibility and functionality to meet your portfolio management needs. Why Do You Need Stackby's Fund Portfolio Management Template? Keep all your portfolio companies and funds in one place, ensuring easy access to critical information whenever needed. Monitor the performance of your portfolio companies, assess valuations, and gain insights into overall fund performance. Keep track of your stake percentages in portfolio companies and monitor available capital or dry powder for future investments. Improve transparency and reporting for investors and stakeholders. Enhance operational efficiency and productivity in managing fund portfolios. Stay organized and up-to-date with automated workflows and reminders. Table Included in Our Fund Portfolio Management Template Portfolio Companies: This table allows you to keep track of your portfolio companies, including essential details such as company name, investment amount, and valuation. Funds: With its aid, you can manage your funds and their associated investments, tracking critical information such as fund name, size, capital commitments, dry powder, and fund performance. Using the Link Column Type, you can establish connections between the Portfolio Companies and Funds tables, creating a relational structure that enhances data organization and accessibility. It lets you associate specific portfolio companies with their respective funds, providing a comprehensive overview of your investment landscape. Ways to Customize Our Fund Portfolio Management Template Tailor the template to track specific performance indicators, such as revenue growth, EBITDA, or market share. Incorporate automation and conditional formatting to streamline processes and highlight critical information. Utilize the flexibility of Stackby's platform to create personalized views and reports for different stakeholders. Add custom fields and columns to capture unique data points relevant to your investment strategy. Leverage the Lookup and Aggregation functions to consolidate and analyze data from different tables, gaining valuable insights and generating reports. Don't Let Your Investment Portfolio Become a Maze of Spreadsheets and Scattered Data! Sign up for Stackby today, harness the power of the Fund Portfolio Management Template, and unlock the full potential of your investment strategy!Check out Other related Template Idea Tracking Corporate M&A Tracking Deal Flow Management

Stackby LP Tracking Template for monitoring landing page performance and metrics. Templates

LP Tracking

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? Stackby's Limited Partners Tracking Template is your ticket to a standing ovation from your partners and team members. Sign up now and let the show begin!Check out Other related Template Idea Tracking Corporate M&A Tracking Deal Flow Management 

Insurance CRM Template for managing clients, policies, and renewals. Templates

Insurance CRM

Managing an insurance business requires staying on top of client information, policy renewals, claims, and follow-ups. Without an organized system, tracking leads, managing policies, and maintaining customer relationships can quickly become overwhelming. The Insurance CRM Template in Stackby helps insurance agencies, brokers, and agents efficiently manage customer data, track policies, automate follow-ups, and optimize workflows—all in one place. Why Use an Insurance CRM Template? Insurance businesses deal with a high volume of customer interactions, policy details, and renewal dates. A traditional spreadsheet can’t handle dynamic tracking, automated alerts, or seamless communication with clients. A CRM (Customer Relationship Management) system specifically designed for the insurance industry helps address these challenges. With Stackby's Insurance CRM Template, you can: Store and manage client information in a structured way. Track policies, claims, and renewals effortlessly. Automate reminders for policy expiration and follow-ups. Improve customer service with quick access to client history. Monitor sales performance and agent productivity. How This Template Works in Stackby Stackby’s Insurance CRM Template provides a well-structured framework that ensures smooth policy tracking, seamless client management, and efficient communication. The template consists of key tables that organize and automate the workflow. Key Tables in the Insurance CRM Template Clients Table – Maintain a database of all clients, including contact details, policy history, and communication logs. Policies Table – Track active policies, policy types, coverage details, and premium amounts. Claims Table – Record and manage insurance claims, their status, and claim amounts. Renewals Table – Keep track of upcoming policy renewals and automate reminders. Agents Table – Manage details of insurance agents, their assigned clients, and their sales performance. Each table is designed for easy access, tracking, and automation, making insurance management more efficient. Key Features & Benefits 1) Centralized Client & Policy Database Maintain detailed records of clients, policies, and interactions. Easily filter, sort, and search for specific client or policy details. 2) Efficient Policy & Renewal Management Track all active policies and their expiration dates. Set automated reminders for upcoming renewals to prevent lapses. 3) Streamlined Claims Tracking Monitor claim statuses and ensure timely processing. Assign agents to claims and manage payouts efficiently. 4) Performance Monitoring & Agent Productivity Track sales performance and policy conversion rates. Assign leads to agents and monitor their follow-ups. Automation & Integration Automate renewal alerts and follow-up notifications. Integrate with email and messaging platforms for better communication. Use Cases for the Insurance CRM Template The Insurance CRM Template is useful for various insurance-related businesses, including: Insurance Agencies – Manage a large portfolio of clients and policies. Independent Insurance Brokers – Organize client interactions and streamline renewals. Corporate Insurance Teams – Track employee insurance policies and claims. Health & Life Insurance Providers – Monitor policy expirations and claims efficiently. How to Get Started Import the Template – Add the Insurance CRM Template to your Stackby account. Customize the Fields – Modify the template based on your business needs. Add Client & Policy Details – Start entering client, policy, and renewal data. Set Up Automations – Enable reminders and follow-ups for renewals and claims. Track & Optimize – Monitor performance, track sales, and improve customer service.