Deal CRM
Pipeline, contacts, screening, and deal-room handoff — the front of the deal lifecycle.
Deal CRM runs the top of the funnel: track prospective deals through stages, keep contacts organized, and screen inbound opportunities before they consume your team's time.
Who it's for
VC, growth, and private-credit teams sourcing and qualifying deals.
Surfaces
| Surface | What it does |
|---|---|
| Pipeline | Your deals by stage, with next-step follow-ups. |
| YC Deals | A research feed of YC companies to source from. |
| Contacts | People across your deals — founders, co-investors, advisors. |
Workflows
Screen a pitch
Turn a deck or a set of notes into a first-pass memo. The screening agent reads the material and drafts an initial assessment so you decide what's worth a meeting without reading every deck end to end.
- Open Pipeline and choose Screen a pitch.
- Provide the deck or notes.
- Review the drafted first-pass memo and move the deal forward (or pass).
Agents & MCP
The screening agent produces an agent run you can inspect; anything that changes state routes through Approvals. Deal CRM also hands off naturally to Portfolio (active companies) and Vantedge research for deeper diligence.
Screening memos and imports consume credits.