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

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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

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