Deal Flow
Manage your investment pipeline
Deal Pipeline
Q4 2024
Active Deals
15
+0
from last month
This Month
0
new deals
Conversion Rate
13.3%
trend indicator
Avg Time to Decision
11
days
Pipeline Analytics
Pipeline Value
$127.5M
+18.2% vs last quarter
Avg Deal Size
$8.5M
-5.3% vs last quarter
$
Win Rate
23.5%
+2.1% vs last quarter
Time to Close
89 days
+12 days vs target
Deal Flow Trend
Monthly deal volume over time
Jan8
Feb12
Mar6
Apr15
May11
Jun14
Jul9
Aug13
Sep16
Oct18
Nov14
Dec12
Conversion Funnel
Deal progression through pipeline stages
Initial Review
3 deals20.0%
Partner Review
3 deals20.0%
Due Diligence
3 deals20.0%
Investment Committee
2 deals13.3%
Term Sheet
2 deals13.3%
Closed
2 deals13.3%
Sector Distribution
Deal count by sector
AI/ML
16.7%
AgTech
16.7%
CleanTech
213.3%
DeepTech
16.7%
EdTech
16.7%
FinTech
16.7%
Partner Performance
Deals by assigned partner
DKDavid Kim
3 deals
Avg Days:17
Win Rate:0.0%
JLJennifer Lee
6 deals
Avg Days:11
Win Rate:16.7%
MTMichael Thompson
6 deals
Avg Days:9
Win Rate:16.7%
Deal Sources
Where deals are coming from
Partner Network
533.3%
Inbound Application
320.0%
VC Referral
213.3%
Conference
213.3%
Accelerator Program
16.7%
Other
213.3%
Key Insights & Recommendations
Strong Q4 Performance
Pipeline value up 18.2% with 15 active deals. On track to exceed quarterly targets.
Time to Close Alert
Average time to close is 12 days above target. Consider streamlining DD process.
AI/ML Sector Leading
AI/ML deals show highest conversion rate at 40%. Consider increasing allocation.