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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!

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 this template for your team?

This 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 template comes attached with a standard Startup pitch form that can be used by your company while negotiating with them. 

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!