Investments Pipeline Free Template
Pipefy’s Investments Pipeline Template is designed for fund managers who want to track and control all new investment opportunities arising around the globe.
Keep your funding flowing
Use this Investments Pipeline Template to pursue funds and move them through the phases of your pipe, which can be shared with people who could introduce you to potential deals and help you get a meeting.
Collect data about the opportunities, such as sector, portfolio, brokers, and check size. Keep a close eye on your metrics to quickly reprioritize deals and act quickly.
Build a strong investments pipeline
Make better decisions
Collect and analyze data to find the best deals.
Create and share forms
Gather information to spot the best opportunities.
Automate manual tasks
Send emails, assign team members and automate several manual tasks with this Investments Pipeline Template.
Customize to fit your business needs
This template comes with a suggested structure, but it doesn’t mean you can’t modify its steps, forms, colors, fields, integrations, and much more. Pipefy helps you tailor a process that fits your business goals.
Through forms shared with your stakeholders, collect information, and spot new investment opportunities.
Standardize your workflow
Our Investments Pipeline Template enables you to jump-start your funding analysis through a view that’s divided into phases, which drives your team to an organized and easy-to-follow process.
Automate manual tasks, such as sending emails, and connecting processes.
Improve what you can
This template comes with a suggestion of dashboard. It extracts real-time data from your Investment Pipeline and turns it into charts that help you analyze metrics and improve your business decisions.
Adapt this template for your needs and hit the ground running
Fast and simple to deploy
Get started with your process in minutes with this easy-to-use template.
Customize your unique needs without help from the IT department.
Wide app integrations
Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.
Request and manage documents in one single tool.
Designed for fund managers who want to keep track and control of all new investment …
One of the most important responsibilities of the accounting and finance industry.