Deal Sourcing Tracker

Organize and track potential investment opportunities through your pipeline

How to Use This Tracker

Watch a step-by-step walkthrough of the Deal Sourcing Tracker

Step-by-Step Guide:

  1. Add New Deals: Click "+ Add New Deal" to enter information about investment opportunities you're tracking
  2. Track Pipeline Stages: Monitor deals across 7 stages: Initial Contact → Screening → Evaluation → Due Diligence → Negotiation → Closed Won/Passed
  3. Update Deal Status: Click on any deal to edit its stage, add notes, or update investment details
  4. Filter and Search: Use the search bar and stage filter to quickly find specific deals
  5. Monitor Pipeline Health: View the pipeline overview to see how many deals are in each stage
  6. Export Data: Download your deal pipeline as JSON or CSV for analysis and reporting
Pro Tip: Update deal stages regularly to maintain an accurate pipeline. Add detailed notes at each stage to help with decision-making and knowledge sharing with your team.

Pipeline Overview

Partners

Donors

This tool is for informational purposes only and does not constitute investment advice. Always conduct thorough due diligence and consult with qualified professionals before making investment decisions.