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Investor Deal Flow Template

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Streamline your Venture Capital or Angel Investment firm with Workiom's Investor Deal Flow Template! Effortlessly manage and track your deal flow to save valuable time. Try it now!
Use This Template

Use this template to initiate a transparent and structured deal flow for everybody in your team. Add newly scouted companies with the source information and basic details. Get in touch with them and start the deal flow. Keep a log of every meeting you have with them, add notes, documents and action items. Create reports for tracking the bird eye view of what's going on.

This template has 5 lists:

  • Startups: The main list where you manage the deal flow, add new startups to the top of the funnel, move them through the stages, take them 'on hold' if necessary.
  • Contacts: The contacts from the startups or other contacts in the firm's network. Learn who to reach and how to reach them in seconds.
  • Meetings: Keep a log of every meeting you have with the startups. Plan ahead the future meetings on a calendar. Refer to past meetings where you store the meeting notes, action items and important documents.
  • Scouts: List of scouts for your venture capital firm. Link the startups with scouts to see who initiated which deal.
  • Sources: List of sources to scout new startups. Websites, directories, accelerators... Keep an eye to never miss a new innovative startup.
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