The process of finding and monitoring investment options which have been presented to your firm is recognized as deal flow management. Deal flow control tools help you streamline this process to save time and improve efficiency.

Many investors source deals through referrals using their company network, yet in addition, they get a number of pitches straight from entrepreneurs. Keeping track of all these opportunities needs an effective offer flow management that helps all of them stay planned and makes it easier to reveal the data with the team members.

In terms of leveraging a small business intelligence platform to manage a deal breaker flow, there are a few key features that will make a lot of difference. For instance, a platform that allows you to customize and share dashboards along with your limited partners (LPs) will allow you to place them updated on your most important offer metrics in real-time. This will likely deepen the partnership with LPs and improve the likelihood that they may refer even more deals for you in the future.

In addition , a CUSTOMER RELATIONSHIP MANAGEMENT with integrated business intelligence provides you with insights with your entire profile of expense opportunities so you can identify and prioritize new offer leads quickly. This can be a effective advantage over rivals that count solely on manual, spreadsheet-based methods to deal with their offer flow.

For instance , if your new venture deals will be submitted by using a form, you are able to integrate Stackby with Gmail or View to systemize the communication of that facts between the systems. This means following receive a new form response, your team will instantly be informed with an email or Slack notification.