Deal Flow Management
Supercharge your deal pipeline with custom software that automates sourcing, tracks due diligence, and keeps your investment thesis on point. No fluff, just results.
Due Diligence Checklist & Workflow
Create an Airtable base with tables for due diligence checklist items, deal stages, and workflows. Use linked records and views to track progress and automate notifications and reminders using Zapier or Make.com.
Investment Thesis Tracking
Store investment theses in an Airtable table, linking them to relevant deals and metrics. Use views and filters to track thesis performance and automate updates based on deal progress using Zapier or Make.com.
Deal Pipeline Tracking
Use Airtable bases to store and manage deal data, with tables for deals, stages, and related information. Leverage views and filters to create pipeline visualizations and automate status updates using Zapier or Make.com integrations.
Deal Sourcing Automation
Integrate Airtable with data sources and lead generation tools using Zapier or Make.com to automatically populate deal records. Use automation to assign deals to team members and trigger follow-up tasks.