Keep venture capital records flagged for pitch decks
Keep venture capital records flagged for pitch decks
Data scientists miss updated pitch decks on opportunity records, causing analysts to overlook deals needing review. It flags opportunities when files update, so analysts prioritize pitch review.
Overview
Venture capital teams risk overlooking deals when updated pitch decks don't surface to analysts. This workflow flags opportunities and notifies analysts so pitch review is prioritized, eliminating manual triage and protecting deal momentum.
Notable Features
- Flag records on file update
- Notify analysts of flagged deals
- Add searchable pitch deck tag