Meeting booked

NDA signed

Deal closed

Follow-up due

Due diligence complete

Term sheet sent

Deck uploaded

Reminder sent

Investor declined

Portal link shared

Commitment received

Wire confirmed

Follow-up scheduled

Data room accessed

Pitch deck viewed

DEAL ROOM

65%

20%

15%

LP update sent

Reference check done

Final close

Pipeline added

Allocation reduced

Deck updated

Soft circle

Anchor investor locked

Pitch rehearsal

Deal memo shared

Pass — no fit

Round closed

Overdue task

Report exported

Pending approval