05 · Investment Process & Deal Execution
Deal flow tracking & CRM
Platform-ledfrom $450/moExpert ~1–3 hrs/mo
Bottom line
Deal CRM with stages, owners, and thesis fit so pipeline reviews are data—not memory.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Deal CRM board with stages and owners.
- ·Weekly pipeline hygiene.
- ·Funnel metrics for partner meeting.
By hand today
Partner Affinity chaos or shared Excel.
On Atlas
Structured deal CRM; light expert hygiene.
Deliverables
- Pipeline board
- Funnel report
- Stale deal list
Service levels
- Weekly hygiene while investing period is active.
Exclusions
- — Sourcing guarantees
Platform surfaces
PortfolioImport & Analyze
Top-of-funnel product attach.