Setting up Deal Stages

Building a Deal Pipeline

Your deal list will be organized by Stages. Stages are created by admins for the group, and they can exist under one of three categories: Active, Completed, and Inactive.

Active stages are for deals that are currently under review. There is one default Active stage for "New." When a deal is submitted to your group or created internally it will always first appear under the "New" stage until it's been moved. 

Completed stages are for deals that have to come to a positive end. By default, there's a stage for "Invested" deals. 

Inactive stages are for deals that you won't be considering. The default stage under Inactive is "declined" but you may want to create stages for junk or duplicate deals, or deals that you put on hold indefinitely.

Your pipeline should reflect your group's deal flow process. A typical active pipeline might look like this: New > Screened > Considering > Pitching > Due Diligence (You can drag stages to reorder them).

Once you start receiving deals, you'll be able to move a deal by checking the box next to it and using the Move to Stage button. Your deals will be organized according to the default columns that appear in the deal list. Which columns appear is not customizable, but you can use Labels to further organize your deals.