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

FAQ

1. How do I move a deal to the next stage (e.g., from "Due Diligence" to "Term Sheet")?

The easiest way is using the Kanban View.

1. Go to the Prospective Deals Table.
2. Select the "Kanban View".
3. Simply drag and drop the deal card from one column to the next. The status updates automatically.

2. How do I link a specific contact to a deal?

The databases are connected.

1. Open a record in the Prospective Deals Table.
2. Find the "Transaction Contacts" field (a Linked Record field).
3. Click the "+" inside the cell to search for and select a person from your Transaction Contacts Table.

3. How can I filter to see only "High Priority" deals?

1. Open the Current Prospective Deals view.
2. Click the "Filter" button in the toolbar.
3. Set the condition to: Priority is High.
4. You can save this as a new view (e.g., "High Priority Deals") so you don't have to reset the filter every time.

4. What is the "Magic Form" used for?

The Magic Form is attached to the Contact Information Table. It allows you (or your team) to quickly input new contact details via a simple link, rather than entering data directly into the spreadsheet cells. This is great for adding contacts while networking on mobile.