Template
Investment Dealflow CRM App
Track new investment opportunities and keep a record of industry contacts and company connections, all at the same time.
Works with
Airtable
About this template
With this investment deal flow template, you can simultaneously track new opportunities for investment, keep a system of record for industry contacts and company connections, and easily facilitate introductions, meetings and track the progress of prospective deals.
With the calendar view you can track every upcoming meeting, and link to opportunities to easily surface relevant information. The kanban board provides a visual of what's in various stages of your deal pipeline. Filter your views to analyze your opportunities by funding round, sector, location or more!
Investment Dealflow CRM App is coming soon
Start building your own in the meantime.
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