Product Features
Whether you're a seasoned professional or a part-time angel investor, Pipeline is built for your workflow.
Bulk Uploader
- Upload deals and contacts quickly using our simple template.
Custom Statuses
- Add, remove, change, and categorize deal statuses to match your existing workflow.
Kanban Board
- Stay on track with a board view for your active deals. Drag-and-drop to easily manage deal progress.
Deal Flow Management
- Quickly add new deals, and keep track of key-info from initial contact to closing.
Portfolio Tracking
- Monitor your portfolio companies, key investment info, and conduct post-mortems.
Contact Management
- Quickly add new contacts, keep track of contact info, and collaborate more efficiently.
Analytics
- Enjoy the 10,000 foot view across your deal pipeline, including activity, funnel metrics, and more.
Data Enrichment
- Sync time-saving company and contact data from leading industry data providers with auto-sync.
Notes, Tasks, and Reminders
- Write-up notes for a deal or a contact, keep track of tasks, set reminders so you don’t forget a deadline.
Customizations
- Make Pipeline fit your workflow and personal needs with our custom table views and filters.
Invite your Team.
- Make Pipeline the source of truth across your team. Control permissions, assign tasks, and more.
Contact Us:
595 Pacific Ave, San Francisco, CA 94133