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Update company venture status when deal is won

Update company venture status when deal is won

You miss portfolio updates when won deals don't flip company status, leaving investor relations without ownership context. Keep investor relations current with company statuses updated within minutes.

Update company venture status when deal is won

Overview

Won deals must reflect on company profiles so portfolio and investor relations teams can act with current data. This flow updates company status to invested and skips configured pipelines, keeping your portfolio reports accurate within minutes.

Update company venture status when deal is won