Investor deal flow

Bika.ai

1 min read

This template is designed to effectively manage prospective deals, related contacts, and contact information. It offers multiple views and a simple dashboard display, helping users track deal progress, contact details, and terms

Investor deal flow

This template is designed to effectively manage prospective deals, related contacts, and contact information. It offers multiple views and a simple dashboard display, helping users track deal progress, contact details, and terms

Overview

💡Why you should use Investor deal flow

This template helps users efficiently manage deals, contacts, and contact information through the prospective deals table, transaction contacts table, and contact details table. The dashboard provides a panoramic view, making it easy to quickly view and manage information, improving work efficiency, decision-making timeliness, and ensuring data accuracy and ease of management.

👉 How the template works

1.Prospective Deals Table:

This table helps users manage prospective deals through three views. The "Current Prospective Deals" view shows all ongoing deals, while the "Kanban View" categorizes deals by progress for easy tracking. The "Term Sheet" view displays the related terms and details of each deal. Fields such as company name, priority, valuation, and next steps allow users to deeply understand key data for each deal, supporting decision-making and further actions.

2.Transaction Contacts Table:

This table is used to record contact information related to prospective deals. With a single view, users can access detailed information for each contact, including name, company, email, and personal profile. This helps manage and follow up with contacts efficiently, ensuring smooth progression of deals.

3.Contact Information Table:

This table uses a simple view and a magic form to manage basic contact information. Fields like name, email, and contact person provide a quick and easy way to record and update contact details, ensuring accuracy and ease of tracking.

4.Contact Information Table:

The dashboard consolidates all prospective deal, contact, and contact information into a single view, providing an overview for users to quickly view and manage all data. With the dashboard, users can easily understand the status of deals, contact information, and related details, improving management efficiency and decision-making speed.

👉 Who should use this template

Sales Teams, Investment Firms, Business Development Teams, Project Managers, Entrepreneurs & Startups.

👉 Key Features of This Template

Prospective deals.
All deal contacts.
All intro contacts.
Kanban View and form.
Dashboard

Investor deal flow

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