Open a deal

Before you start

You need permission to view deals (investments.deal.view). Creating one also needs investments.deal.create. The company should already exist. See Add a company.

Open one that exists

1. In the sidebar, click Dealflow, then Deals.
2. Click the deal name.

On Pipeline, click the deal card. Both open the same deal.

Create one

1. On Deals or Pipeline, click New deal.
2. Choose the company, for example Northwind Health.
3. Name the deal and save.

The new deal starts in the firm’s first stage. Stage names are configured for the firm, so the label you see may not match another firm’s book.