Deal Management
The Deal Management feature is the heart of Fund Flow. It helps you create, track, and manage investment opportunities from initial pitch all the way to closing.
Overview
A Deal in Fund Flow represents a single investment opportunity that you're raising capital for. This could be:
- A real estate syndication
- A private equity fund
- A venture capital investment
- Any other investment vehicle
Creating a Deal
To create a new deal:
- Navigate to Deals in the sidebar
- Click + New Deal
- Fill in the deal details:
- Deal Name - A descriptive name for the investment
- Target Raise - The total capital you're looking to raise
- Minimum Investment - The minimum commitment amount
- Close Date - Target date to complete fundraising
Note
You can always edit these details later. Start with the basics and add more information as your deal develops.
Deal Stages
Every deal moves through stages as it progresses:
| Stage | Description |
|---|---|
| Draft | Deal is being prepared, not visible to investors |
| Active | Deal is open for investor commitments |
| Funded | Target raise has been met |
| Closed | Deal is complete, no more commitments accepted |
Managing Investors
Within each deal, you can: