Step 4. Pipeline of new Deals
How to manage your Deals Pipeline and Lead Generation
Step 1: Investment Vehicles and Portfolio Companies
Step 2: Investors and Commitments
Step 3: Accounting Transactions
Step 4: Pipeline of new Deals
Step 5: Users and Roles
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:
The type of the Opportunity Stage determines on which tab of the Kanban chart it will be displayed.
Relevant investment vehicle
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.
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.