Setup

Customize your naming conventions in one place

Does your team use different CRM terminology vs. what we used in this Doc? Do you want to add a new investment theme or delete some of the existing options? You can edit the items below and the change will be reflected throughout the doc

Pro tip: You can color code items to make your Doc easier to use.

Pipeline Status

Pipeline Status

Pipeline Status

1 - Monitor

2 - Candidate

3 - Term Sheet

P - Portfolio

X - Decline

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Theme

Theme

Theme

Mobility

Enterprise

Mobile

Security

Future of Work

Health

Retail

Consumer Devices

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Reason for Decline

Reason for Decline

Reason for Decline

Product

Valuation

Market

Unit Economics

Team

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