Deal flow

Deal Flow (/dealflow) is a kanban board for tracking opportunities before they become portfolio positions.

Board

• Columns — configurable stages (e.g. Screening, IC, Passed)
• Cards — deals with title, description, notes, linked contacts/companies
• Drag cards between columns to update stage

Pitches received on the external investments inbox land in Leads as unread (blue dot) with an Automated badge and the thesis match percentage (for example 72%). Tools → Deal Flow shows a count of unread cards in that first column. Opening a card or moving it to another column marks it read. Use … → Mark all as read on the Deal Flow page to clear every unread card at once.

Each card’s … menu can Move to stage (all pipeline columns) as well as edit or delete.

If the inbound email was forwarded, the confirmation goes to both the person who forwarded it and the original presenter. When one email presents several funds, each fund gets its own confirmation and its own Leads card.

Dragging an Automated card into Closed - Passed (or any column named Passed/Out) opens a customisable email: we will pass on this fund, please continue sending opportunities. You can edit the copy before sending, or skip.

Deal detail

Open a card to see:

• Attached documents (pitch decks, memos)
• Linked chat threads for diligence conversations
• Metadata and edit form

Changing the stage to Passed/Out from the deal edit page also offers the pass email when the card is Automated.

Creating deals from chat

Ask the assistant to create a deal from a pitch deck or email — it should not create a portfolio position for a pipeline opportunity. Documents on the current message link automatically.

Deals execute immediately in chat (no approval queue) unlike portfolio mutations.