Deal Sourcing Tracker
Organize and track potential investment opportunities through your pipeline
How to Use This Tracker
Step-by-Step Guide:
- Add New Deals: Click "+ Add New Deal" to enter information about investment opportunities you're tracking
- Track Pipeline Stages: Monitor deals across 7 stages: Initial Contact → Screening → Evaluation → Due Diligence → Negotiation → Closed Won/Passed
- Update Deal Status: Click on any deal to edit its stage, add notes, or update investment details
- Filter and Search: Use the search bar and stage filter to quickly find specific deals
- Monitor Pipeline Health: View the pipeline overview to see how many deals are in each stage
- 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.