3. Pipeline

This is your shortlist of prospects. Pick up each one and evaluate the opportunity with your team. When you update the status based on your investing decision, each company is automatically moved to Portfolio, Declined or back to Monitor pages.

Pro tip: Mark companies as Candidate while you understand their product, market and team. Move them to Term Sheet when the company presents the opportunity to your partners, you explain why the company should want you as an investor, and you negotiate investment terms.

Pro tip: You can directly add companies to the pipeline by clicking the “Add to Pipeline” button below.

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Add to Pipeline

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Company

Description

Owner

Status

Add Note

Latest note

Theme

Follow-up

Last Round

Stage

Amount

Last email

Contact Person

Decline

Talkdesk

Developer of cloud-based call center software designed to help growing businesses to improve customer satisfaction while reducing costs. The company's cloud-based call center software uses IVR, ACD and skills-based routing technology that seamlessly integrates ITSM and CSM service desks, enabling businesses to communicate with their customers and manage the entire call center operations using the web.