Micro for Deal Flow
Track startup investments from first meeting to closed deal — with AI that updates your pipeline automatically.
Quick Setup
Section titled “Quick Setup”-
Create a Deal Flow List
Press
Cmd+K, type “new list”, and select the Deal Flow template. It comes pre-configured with stages, properties, and views for evaluating startup investments. -
Add Deals
Add companies manually, import a CSV from your existing deal tracking tool, or let Auto-Add pull them in automatically from your email and calendar activity.
-
Connect Your Email
If you haven’t already, connect your Gmail in Settings → Connected Accounts. Micro uses your email and calendar activity to keep your pipeline updated.
Your Deal Flow Pipeline
Section titled “Your Deal Flow Pipeline”The Deal Flow template comes with stages designed for a typical VC investment process:
| Stage | What it means |
|---|---|
| New | Initial outreach — identifying potential fits |
| Initial Screen | Determining if the startup fits your investment thesis |
| Meeting | First meeting set up or completed |
| Partner Meeting | Formal partnership meeting after initial discussion |
| Term Sheet | Your team has sent a term sheet |
| Closed | Deal signed |
| Passed | Decided not to invest |
| Watch List | Not a fit this round, keeping an eye on for later |
| No Stage | Not yet categorized |
Switch between Pipeline (kanban) and All Deals (grid) views using the tabs at the top.
Deal Properties
Section titled “Deal Properties”The Deal Flow template comes with properties designed for investment evaluation:
| Property | What it tracks |
|---|---|
| Round | Angel/F&F, Pre-seed, Seed, Series A, B, C, D+ |
| Investment Amount | How much you’re investing |
| Target Valuation | Valuation the startup is targeting |
| Projected Close | Target date for closing the deal |
| Priority | Urgent, High, Medium, Low, None |
| Likelihood to Close | Probability of deal success (0–100%) |
| Co-investors | Other investors in the round |
| Next Steps | AI-suggested actions to move the deal forward |
| Pass/Loss Reason | Why you passed or they declined (AI-captured) |
| Deal Notes | Open-ended notes about deal details |
Add custom properties for anything else — check size preferences, board seat terms, follow-on rights.
AI Autofill
Section titled “AI Autofill”AI keeps your deal flow pipeline current:
- Status — Deals move through stages based on your email and meeting activity. Schedule a partner meeting and it moves to “Partner Meeting.” Send a term sheet and it moves to “Term Sheet.”
- Investment Amount — Extracted from pricing discussions and term sheets
- Co-investors — Captured from round discussions
- Next Steps — AI suggests what to do next after each interaction
- Pass/Loss Reason — Captured when a deal ends
Research Companies
Section titled “Research Companies”Before a meeting, use the AI assistant or Meeting Prep to research the startup:
- View enriched company data — funding history, employee count, industry
- Review your email history with the founders
- See who referred the deal and any shared connections
- Get suggested questions based on the round and stage
Add a Context Doc to your Deal Flow list describing your investment thesis, check size, and what you look for. The AI references this when evaluating deals and suggesting next steps.
Track by Round
Section titled “Track by Round”Use the Round property to filter your pipeline:
- Create a custom view filtered to “Seed” to see just seed-stage deals
- Use the grid view to compare deals side by side
- Sort by valuation, priority, or projected close date
Collaborate with Partners
Section titled “Collaborate with Partners”- Shared pipeline — Your whole team sees the same deals and stages
- Activity feed — See when partners had meetings or exchanged emails with founders
- Assign owners — Use the Owner property to assign deals to specific partners
- Linked docs — Attach deal memos, due diligence notes, and term sheets to each deal