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Managing your deal flow

Managing your deal flow

6 articles
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Written by Tania Landivar and Support

Editable Grid-Mode View

Use the grid-mode view to update multiple fields
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Written by Tania Landivar. Updated over a week ago

Adding Team Members to A Deal

If you are missing the ability to add more team members to a deal here is the solution
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Written by Support. Updated over a week ago

Passing deals

When it's time to say "No thanks", just pass that deal!
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Written by Support. Updated over a week ago

Moving a deal to portfolio

How to move a deal to your portfolio?
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Written by Support. Updated over a week ago

Investment Memorandums

Learn how to quickly create investment memos, which you can share with your stakeholders.
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Written by Support. Updated over a week ago

Passing a Deal and Notifying the Target Company

Gather valuable insights from passed deals and keep your team and entrepreneurs up to date
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Written by Support. Updated over a week ago
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