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.
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 |
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 |
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
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
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
- 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