A cleaner deal pipeline. Better decisions.

DealFlow gives investors a structured workflow for sourcing, screening and due diligence - with collaboration and visibility built in.

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How DealFlow works

1

Centralize your deal flow

Capture inbound, referrals and outbound opportunities in one place.

2

Standardize screening

Track key metrics, notes, stages and decision checkpoints consistently.

3

Collaborate internally

Assign owners, share feedback, and keep investment committees aligned.

4

Simplify diligence

Manage requests, documents and follow-ups without friction.

Why investors use DealFlow

  • Faster screening - consistent evaluation across deals
  • Less noise - fewer scattered docs and fragmented communication
  • Better collaboration - clear ownership, notes and next steps/
  • Higher throughput - run more deals without adding process burden
  • Strong traceability - see progress, rationale and decision history

Typical use cases

Inbound deal flow management Screening & investment committee workflows Due diligence requests and document tracking Portfolio founder interactions and follow-ups

Get legal support when you need it

Use AI-assisted guidance for faster answers, and chat with legal experts directly via in-app chat or Slack - so you can move forward with confidence.

Interested in seeing how DealFlow supports your team? Book a demo and we’ll walk through your workflow.

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