Deal Pipeline — How-Tos & Workflows

Add a deal

1. Go to Deal Pipeline.
2. Click Add Deal (or the equivalent action on the board).
3. Enter the company name, sector, stage, and assigned GP (chosen from your firm's team members). Optionally add the geography, who referred the deal, a description, and the deal size: a single amount in Min, or a range in Min and Max.
4. Click Add Deal. The deal appears as a card in its starting stage's column.

Edit a deal

Needs Create and edit deals (Admin, Partner, or Analyst).

1. Open the deal.
2. Click Edit, change any field, and click Save.

Editing a deal doesn't reset its days in stage. Only moving it to a different stage does.

Move a deal between stages

Drag a deal's card from one column to another on the board. The deal's stage updates immediately — there's no confirmation step, and a deal can be moved to any stage from any other stage.

Log activity on a deal

1. Open the deal from the board.
2. In the Activity section, add a new entry and choose its type: Note, Call, Meeting, or Email.
3. Enter your notes and save. The entry appears in the deal's timeline with a timestamp.

Example: one deal from first call to term sheet. An analyst adds Lumen Health in Sourced with a $10–15M deal size and assigns the partner covering healthcare. After the intro call they log a Call: "Founder-led, $6M ARR, raising a Series B in Q1." They drag the card to Screening. When the partner decides to go deeper, the card moves to Diligence and the team opens a diligence workspace for it. After IC, it moves to Term Sheet, and the timeline now holds every call, email, and stage change, which is what a new team member reads to catch up.

Link a contact to a deal

1. Open the deal.
2. In the Contacts section, either link an existing contact from your firm's directory or create a new one and link it in the same step.

Generate a screening note

Needs Run Cairn Intelligence and Create and edit deals (Admin, Partner, or Analyst). Everyone can read screening notes.

1. Open the deal.
2. In Screening note, click Generate. Cairn Intelligence reads the deal's company, sector, geography, size, stage, referral, and description, plus its activity log, and returns a thesis summary, strengths, risks, and a recommendation.
3. Click Regenerate after logging more activity to get an updated read. Earlier versions are kept; switch between them with Version.
4. To remove a version, click the bin icon under it.

The note only knows what's recorded on the deal, so a good description and a logged activity history make it better. It's a starting point for discussion, not a decision.

Example: a first opinion before the Monday meeting. An analyst has logged two calls on Lumen Health: the founder described $6M ARR and a three-year contract with a regional hospital network, and mentioned that one customer is 40% of revenue. Generating a screening note gives a thesis summary, lists the contract and growth as strengths and the customer concentration as a risk, and recommends proceeding to diligence on condition of seeing the renewal terms. The partner reads it in two minutes and decides to open a diligence workspace.

Delete a deal

1. Open the deal.
2. Click Delete and confirm.

Deleting a deal also removes its logged activity and contact links. This can't be undone.