How do I record prospect outcomes?

Deal Flow customers can move their investment prospects through their pipeline until they make a decision to invest or pass. At this point, users can either convert a deal flow prospect into a portfolio company and set the deal flow stage to Invested or they can set the stage to Passed or Monitor / Watchlist to track passed prospects. (Note that the wording of each stage is dependent upon how the deal flow process has been set up.)

Your Deal Flow Dashboard will show a pie chart breakdown of your Outcomes so you can see how many deals were passed on, how many are still being monitored, and how many made it to investment.


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