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.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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1. Organization name
2. Contact name
3. Contact's email
4. Deal name
5. Company vertical
- Marketing
- Engineering
- Commercial
- Industry
- Telecom
- Projects
- SaaS
- Shared Services
- IT
- RH
- Other
6. Deal value
7. Expected close date

New opportunities

1. Party responsible for the deal
2. Does this company fits in our investment profile?
3. Deal temperature
4. Company Stage
5. First impressions on deal
6. Board meeting date

Discussion

1. Board first approval
- Yes
- No
2. Meeting highlights
3. VC office meeting

First follow-up

1. Meeting commentary
2. New deal value
3. Impressions
- Below expectations
- Above expectations
4. Second meeting date

Second follow-up

1. Meeting commentary
2. Has the customer's board approved it?
- Yes
- No
3. Shareholders' meeting

Shareholders' meeting

1. Meeting highlights
2. Was the deal approved by the shareholders?
- Yes
- No
3. Shareholders' equity
4. Deal strategy

Due diligence

1. Legal representative
2. Legal approval
- Approved
- Not Approved
3. Attach the contract
4. Legal comments regarding the contract
5. Book a meeting to settle final details

Insure and match

1. Contract signed
2. Partnership guidelines

Welcome aboard

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