Deal flow, committee and term sheets in one pipeline

A pipeline is easy. What breaks is everything that hangs off a deal - the note somebody took in a call, the metrics you asked for and never chased, the reason the committee said no in March. This keeps those attached to the deal instead of scattered across inboxes.

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The problem is not the stages, it is everything hanging off them

Almost any tool can hold a list of companies and drag them between columns. The part that decays is the context: a call note in somebody's inbox, a deck in a shared drive that is two versions old, a request for numbers that was answered in a reply nobody else saw.

Six months later the question is not 'what stage is this at'. It is 'why did we pass', and 'did they ever send the cohort figures', and 'who was in the room'. A pipeline that cannot answer those is a list with extra steps.

Stage history, not just a stage

Every stage change is recorded, so the path a deal took is still readable after the fact rather than just where it ended up.

Notes, meetings and documents on the deal

Attached to the company, not to whoever happened to write them down.

Data requests that carry a state

Ask a founder for specific numbers and see whether they answered, without reading your sent folder.

Committee decisions that survive the meeting

Taking a deal to committee is where most pipelines hand off to email and a slide. Reviews are recorded per reviewer and the decision is recorded as a decision - so the answer to 'what did we conclude, and who dissented' is a record rather than a recollection.

How many reviewers a committee can hold depends on what kind of investor you are, which is the next section.

Reviews per reviewer

Individual reviews are kept rather than collapsed into a single verdict that hides disagreement.

A recorded decision

The outcome is stored against the deal, so a later question about it has an answer.

Term sheets tracked

Issued term sheets are held against the deal rather than living only in a signed PDF somewhere.

The workspace matches what kind of investor you are

This is the part most deal-flow tools skip. An angel investing alone and a corporate venture arm with a seven-person committee do not need the same workspace, and giving both the same one means one is cluttered and the other is constrained.

You pick your type when you set up - angel, angel network, venture capital, corporate VC, family office, or a government, university or accelerator fund - and the workspace is shaped accordingly. An angel gets term sheets and portfolio tracking without a committee workflow they would never convene. A venture fund gets the committee, a larger team, the broker channel and staged disbursement.

It is worth saying what that is not: this shapes the workspace, it does not administer a fund. There is no LP reporting, no capital calls and no cap-table management, and we would rather tell you that here than during a trial.

Nine investor types, each with its own team size, deal volume and committee limits
Committee workflow where it makes sense, absent where it does not
Broker-sourced introductions carry their commission with them
Staged disbursement for the types that release money in tranches

Sourcing from a network rather than a list you bought

Deals come from the same platform founders are already on, so a company you are looking at is usually a live profile rather than a row you typed. Watchlists and saved searches keep the ones you are not ready to act on.

Where an incubator has granted you access to its cohort, that runs through a deal room - you see the startups they have chosen to share, at the scope they set, without either side emailing a folder.

Questions people actually ask

Can we run an investment committee in it?

Yes, for the investor types where a committee makes sense - angel networks, venture capital, corporate VC, family offices and government, university and accelerator funds. Reviews are recorded per reviewer and the decision is stored against the deal. A solo angel account does not get a committee workflow, because convening one with yourself is not a feature.

Does it manage a fund - LPs, capital calls, cap tables?

No. This manages deal flow, committee decisions, term sheets, disbursement and portfolio tracking. Fund administration, LP reporting, capital calls and cap-table management are not built, and we would rather say so than let you find out in a trial.

Where do the deals come from?

From the same network the founders are on, so a company is usually an existing profile rather than a row you typed in. You can also be granted access to an incubator's cohort through a deal room, at whatever scope that incubator sets.

Can more than one person work the pipeline?

Yes. Team members are invited with permissions that match what they do, and deals are assigned to an owner so it is clear who is carrying which conversation. How many people a team can hold depends on the investor type.

What does the investor workspace cost?

There are two investor plans and both are listed with their current prices on the plans page, read from the live catalogue rather than typed into a page, so what you see is what you are charged.

Bring a deal you are working on

Twenty minutes is enough to move a real deal through stages, attach the documents and notes it already has, and take it to a committee decision. Bring one you are actually looking at.

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EcoSync is a product of Opernova Technologies LLP.

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