Step 4. Pipeline of new Deals
How to manage your Deals Pipeline and Lead Generation

Quick start:

To set up and make use of AIRR to manage your investment pipeline, follow the steps below:

This is done in the Stages tab of the Deals Pipeline page. These stages can be as numerous or as few as required, and are left to the user to define.

Stages must belong to one of three types:

  • Active

  • On Hold

  • Declined

The type of the Opportunity Stage determines on which tab of the Kanban chart it will be displayed.

  • Company name

  • Relevant investment vehicle

  • Current stage

  • Deal amount

  • Relevant industries

  • Team member responsible for the deal

  • Next steps to follow

Adding Opportunity Stages

The first step in setting up the pipeline management system in AIRR is to define the stages that correspond to your investment process.

When adding a new potential Opportunity, you should supply the following

Kanban Chart for Pipeline Overview

A Kanban-style overview is available by selecting an Investment Vehicle in the Pipeline Section of the sidebar.

It shows the deals entered in the Deals Pipeline page, with their overview information and status clearly visible. This overview makes staying on top of an investment vehicle's activities easy.

Adding Opportunity 

Management of the current pipeline is done on the first tab of the Deals Pipeline page of the AIRR portal. You can either work with the Opportunities manually or import them using the Integrations available.

AIRR provides a simple interface for GP and LPs to keep track of all the deals in an investment vehicle's pipeline.

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