Run your deal pipeline

Move deals through screening, diligence and term sheet as a Board, a Table or a Focus list; compare deals on evidence.

Step 1: Open the pipeline

In Investor mode, open Pipeline. Add a deal with Add Deal, or from Discover Startups.

Step 2: Choose a view

Board is the kanban by stage. Table lists company, sector, stage, pipeline stage, last activity, next action, your conviction and research status, and sorts by any of them. Focus shows only deals with an overdue action, a decision waiting or diligence left open. Your choice is remembered.

Step 3: Read a deal card

Each card shows the company and stage, sector and last activity, the suggested next action, diligence and research status, and anything not verified yet. Your own next step, when you write one, always replaces the suggestion.

Step 4: Compare deals

Open Compare Deals and add up to four. Each fact is marked Known, Claimed, Web-sourced, Recorded or Unknown, and "What is different?" lists where the evidence differs. It never picks a winner.

Open Run your deal pipeline in the app (sign-in required).