Investments pipeline

Template

Pipefy’s Investments Pipeline Free Template is designed for fund managers who want to keep track and control of all the new investment opportunities arising around the globe.

Use template now
template store defaut

Template structure

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

Start form

  • 1. Sector

  • 2. Geography

  • 3. Equity

  • 4. Salesman

  • 5. Is there a broker?

    • Yes
    • No
  • 6. Broker's name

  • 7. Opportunity's source

Staffing

  • 1. COO

  • 2. Portfolio Manager

  • 3. Associate(s)

  • 4. Analyst(s)

  • 5. Comments

Preliminary analysis

  • 1. Assignee(s)

  • 2. Checklist

    • Prepare financial model
    • Develop recommendation
    • Summary analysis
  • 3. Attach the summary analysis here.

  • 4. Status

    • Ready for Investment Committee

IC 1 - NBO

  • 1. Assignee(s)

  • 2. Presenter

  • 3. Participants

  • 4. Investment Committee determinations

  • 5. Attach the Investment Committee Minute here.

Committee vote

  • 1. Assignee(s)

  • 2. Status

    • Approved
    • Not approved
  • 3. Comments

  • 4. Attach the approved and signed Investment Committee Minute here.

Full analysis

  • 1. Assignee(s)

  • 2. Status

    • Analyzed
  • 3. Attach the Investment Memo here.

IC 2 - BO

  • 1. Assignee(s)

  • 2. Presenter

  • 3. Participants

  • 4. Investment Committee determinations

  • 5. Attachments

Committee vote 2

  • 1. Assignee(s)

  • 2. Status

    • Approved
    • Not approved
  • 3. Comments

  • 4. Attach the approved and signed Investment Committee Minute here.

Due diligence

  • 1. Assignee(s)

  • 2. Due diligence complete

    • Legal
    • Environmental
    • Accounting / Tax
    • Financial
    • Execution documents
  • 3. Attachments

  • 4. Status

    • Completed

Done

Archived

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

Use this template

Contact us

Do you have a specific process to manage: