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Fund Flow

Raise capital with confidence.

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:

  1. Navigate to Deals in the sidebar
  2. Click + New Deal
  3. 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:

StageDescription
DraftDeal is being prepared, not visible to investors
ActiveDeal is open for investor commitments
FundedTarget raise has been met
ClosedDeal is complete, no more commitments accepted

Managing Investors

Within each deal, you can:

Track Interest

See which investors have expressed interest and their potential commitment amounts.

Collect Commitments

When investors are ready to commit:

  1. Send them the subscription documents
  2. Track their signing status
  3. Monitor funding receipts

Communicate Updates

Send targeted updates to all investors in a deal:

  • Progress updates
  • Due diligence materials
  • Closing notifications

Deal Dashboard

The deal dashboard gives you a real-time view of:

  • Funding Progress - Visual indicator showing raised vs. target
  • Investor Count - Number of committed investors
  • Recent Activity - Latest investor actions and communications
  • Documents - All deal-related documents in one place

Tip

Pro Tip

Use the deal dashboard during investor calls to provide real-time updates on funding progress.

Sharing Deals Publicly

Want to share your deal with potential investors who aren't in your CRM yet?

  1. Open the deal you want to share
  2. Click the Share button
  3. Toggle Public Sharing on
  4. Copy the generated link

The public deal page shows:

  • Deal overview and key terms
  • Investment highlights
  • Call-to-action to express interest

Caution

Public deal pages are visible to anyone with the link. Only share publicly if you're comfortable with the deal being discoverable.

Best Practices

Keep Deals Updated

Investors appreciate transparency. Update your deal status regularly, especially:

  • When you hit funding milestones
  • If timelines change
  • When new materials are available

Use Tags and Notes

Add tags to categorize your deals (e.g., "Real Estate", "Texas", "2024 Fund"). Use notes to track important details.

Set Up Notifications

Configure deal notifications so you're alerted when:

  • An investor expresses interest
  • Documents are signed
  • Funding is received

Next Steps