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Pipeline

Every saved deal on one board: Screening, letter of intent (LOI), Diligence, investment committee (IC), Closed, and Passed. Passed means the deal is no longer being pursued. A card has an owner, a next action, and a due date. A watched deal can show a suggested change when a figure moves. The intake checklist is read from the saved deal and is not stored.

Illustrative board

Cayuga Commons is the worked example. The other cards are illustrative too. Moving one stays on this page and is not saved.

Board. Arrows move between deals. M opens the stage menu. Drag a deal onto a stage, or choose the stage in the menu.

Screening 2

0 of 5 steps done, 5 open.
  1. Price and holdOpen
  2. IncomeOpen
  3. Operating expensesOpen
  4. Financing termsOpen
  5. Growth and exitOpen
Suggested change
  • 2 inputs from the 2026-10-16 prints. Not applied.
Review on the watchlist
0 of 5 steps done, 4 open, 1 blocked.
  1. Price and holdBlocked
  2. IncomeOpen
  3. Operating expensesOpen
  4. Financing termsOpen
  5. Growth and exitOpen

LOI 1

5 of 5 steps done.
  1. Price and holdDone
  2. IncomeDone
  3. Operating expensesDone
  4. Financing termsDone
  5. Growth and exitDone

Diligence 1

4 of 5 steps done, 1 to check.
  1. Price and holdCheck
  2. IncomeDone
  3. Operating expensesDone
  4. Financing termsDone
  5. Growth and exitDone

IC 1

5 of 5 steps done.
  1. Price and holdDone
  2. IncomeDone
  3. Operating expensesDone
  4. Financing termsDone
  5. Growth and exitDone

Closed 1

5 of 5 steps done.
  1. Price and holdDone
  2. IncomeDone
  3. Operating expensesDone
  4. Financing termsDone
  5. Growth and exitDone

Passed 1

5 of 5 steps done.
  1. Price and holdDone
  2. IncomeDone
  3. Operating expensesDone
  4. Financing termsDone
  5. Growth and exitDone

Your deals

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