Deal Flow Management Project Template
More venturecapital templates
Ensure no opportunity is missed with this Deal Flow Management template designed for venture capital professionals. Track every stage of your deal flow, from establishing initial contact to closing the deal and post-investment monitoring.
This template helps you manage due diligence, prepare investment proposals, negotiate terms, and more, ensuring a structured and comprehensive approach to your venture capital activities.
Get this template on priority matrix
Deal Flow Management Project in Priority Matrix
Manage your deal flow efficiently from initial contact to investment decision.
You can start using Deal Flow Management Project or other Venturecapital Project Templates with Priority Matrix in just a few steps:
- Click to sign in or create an account in the system
- Start adding your items to the matrix
- If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
Proposed Tasks
High Impact, Immediate Attention
-
Establish Initial Contact due in 1 day
☐ Identify potential deals ☐ Reach out to potential deals ☐ Follow up on initial contact -
Negotiate Terms due in 1 month
☐ Discuss terms ☐ Renegotiate if necessary ☐ Finalize agreement -
Close Deal due in 5 weeks
☐ Sign documents ☐ Transfer funds ☐ Announce deal
High Impact, Requires Planning
-
Due Diligence due in 2 weeks
☐ Review financials ☐ Assess market potential ☐ Evaluate team capabilities -
Prepare Investment Proposal due in 3 weeks
☐ Outline terms ☐ Justify the investment ☐ Present to investment committee
Low Impact, Long Term
-
Post-Investment Monitoring due in 2 months
☐ Review performance reports ☐ Provide strategic advice ☐ Identify exit opportunities -
Review Deal Flow Process due in 3 months
☐ Analyze effectiveness ☐ Identify areas of improvement ☐ Implement changes -
Train Team on Deal Flow Management due in 4 months
☐ Outline process ☐ Provide examples ☐ Answer questions