Deal Flow for Venture Capital
Template
Pipefy´s Deal Flow for Venture Capital was designed to structure the entire process of closing a deal for venture capital companies. Some big deals will be closed here.
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
- Organization name
- Contact name
- Contact’s email
- Deal name
- Company vertical
- Marketing
- Engineering
- Commercial
- Industry
- Telecom
- Projects
- SaaS
- Shared Services
- IT
- RH
- Other
- Deal value
- Expected close date
New opportunities
- Party responsible for the deal
- Does this company fits in our investment profile?
- Deal temperature
- Company Stage
- First impressions on deal
- Board meeting date
Discussion
- Board first approval
- Yes
- No
- Meeting highlights
- VC office meeting
First follow-up
- Meeting commentary
- New deal value
- Impressions
- Below expectations
- Above expectations
- Second meeting date
Second follow-up
- 1. Meeting commentary
- 2. Has the customer’s board approved it?
- Yes
- No
- 3. Shareholders’ meeting
Shareholders’ meeting
Due diligence
Insure and match
- Contract signed
- Partnership guidelines
Welcome aboard
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