Deal Pipeline

The Deal Pipeline (Co-Investments) panel allows you to capture an investor’s interest in a deal. The details included are:

• Deal Name: Displays the fund name in which investment has been made. 
• Investment Currency: The field will automatically be populated from Funds Module.
  
• Interest Level: Select the investor’s interest level in the fund whether low, medium, or high.
• Status: Select the status of the investor whether an opportunity, has been committed or declined.
• Likely- Investment: Input the potential amount of investment that the investor may invest.
• Initial Contact: Capture the date of initial contact.
• Term Sheet Sent: Capture the date on which the term sheet is sent.
• DD Access: Capture the date of DD Access.
• Legals Sent: Capture the date on which legal documents are sent.
• Closure: Displays the date of closure.
• Notes: Enter notes, if any.

To modify a deal, follow the below steps:

1. Click on Add Deal button in the top right corner of the panel.

2. Update the details and click Check()  button from Actions column to save. 

3. To edit deal details, click on the Edit icon () in the Actions column.  Update the details and click on Check () button to save.

4. To delete deal details, click on the Delete icon () in the Actions column. The delete window is displayed. Click OK to delete the fund raising details.