Build your VC deal intake tracker.

How to build your vc deal intake tracker

1. 1

   Describe the job

   Keep company submissions and missing information together for investment-team review.

2. 2

   Review the first version

   Choose how the investment associate records the company and how the deal reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your vc deal intake tracker

• Keep the company in context

  Keep company, submission, sector, screening owner, requested document and committee decision together so the next person can understand the request or record.

• When the next step needs a decision

  Two partners receive the same company deck. Link the submissions to one company review, preserve both sources and request a missing operating summary before recording a committee decision.

• Keep committee decision visible

  Link duplicate submissions and record the committee decision separately from document collection.

• Choose what each person needs

  Give the investment associate a working view and the deal reviewer a review view. Keep company and submission attached to the decision as the work moves between them.