Pipefy’s Investments Pipeline Template is designed for fund managers who want to track and control all new investment opportunities arising around the globe.
Use this Investments Pipeline Template to pursue funds and move them through the phases of your pipe, which can be shared with people who could introduce you to potential deals and help you get a meeting.
Collect data about the opportunities, such as sector, portfolio, brokers, and check size. Keep a close eye on your metrics to quickly reprioritize deals and act quickly.
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