Dealflow

Dealflow is the module for opportunities before they are portfolio holdings. The sidebar entry is Dealflow.

The pages you will use first:

• Companies, the registry of companies in the book
• Deals, the list of pursuits
• Pipeline, the same deals on a board, one column per stage

Stages are the firm’s. Harbor Lane may name them differently from another firm. The product still moves a deal forward one stage at a time from the pipeline card.

Find a company, add a company, open a deal, move a deal stage.