Deal Pipeline Management Template

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Ensure a smooth progression of deals from origination to closure with our Deal Pipeline Management template. This project template helps you track all deals in the pipeline, evaluate their status, and manage their progress effectively.

By using this template, you can ensure that no opportunities are missed and all deals are properly managed, contributing to the overall success of your investment banking operations.

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Deal Pipeline Management for Priority Matrix

Deal Pipeline Management in Priority Matrix

Effectively manage your investment bank's deal pipeline from origination to closure.

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Proposed Tasks

High Impact, Immediate Action

  • Deal origination
    ☐ Identify potential deals. ☐ Perform initial assessment.
  • Identify deals in the pipeline
    ☐ Ensure each deal is properly cataloged. ☐ Assign a team to each deal.
  • Set up tracking system for each deal
    ☐ Define key milestones for each deal. ☐ Set up alert system for each milestone.
  • Weekly review of all deals
    ☐ Review progress of each deal. ☐ Identify any potential issues.

High Impact, Long Term

  • Deal evaluation
    ☐ Evaluate potential deals. ☐ Perform due diligence.
  • Monthly report on deal pipeline
    ☐ Compile data on all deals. ☐ Present report to stakeholders.

Low Impact, Immediate Action

  • Deal negotiation
    ☐ Negotiate terms of deal. ☐ Finalize deal structure.
  • Quarterly review of tracking system
    ☐ Assess effectiveness of tracking system. ☐ Make necessary adjustments.

Low Impact, Long Term

  • Annual review of deal pipeline
    ☐ Assess overall performance of deal pipeline. ☐ Identify areas for improvement.
  • Deal closure
    ☐ Ensure all terms are met. ☐ Close deal.