Steps

Keep external information on companies of interest in one place. Copy-paste the data from Pitchbook, Crunchbase or from similar data sources.

You are following the progress of a company, but the timing is not yet right. Keep monitoring them for now. .

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.

The companies that make it all the way through the pipeline and become investments. Your pride and joy!

Companies that you considered as potential investments, but passed on, will show up here.

When you copy this doc, your company gmail account will be integrated to it and messages to and from are tracked here