Managing director keeps DCF/BCap deals in central tracker
Managing director keeps DCF/BCap deals in central tracker
Managing director misses pipeline visibility on DCF/BCap deals, risking poor portfolio planning. Add open DCF/BCap deals to your client tracker so founder and reps have current pipeline.
Overview
Missed DCF/BCap deals distort portfolio planning and reporting for investment founders. This workflow captures every open deal entering that stage and records it in your client tracker, giving founders and sales reps reliable pipeline visibility and eliminating missed entries.
Notable Features
- Add DCF/BCap deals to tracker
- Filter for DCF/BCap stage
- Notify founder and sales reps