All tools
Deal Flow
Deals Pipeline
Principals, operators, and their teams
Track every opportunity from first look to close with structured stages.
What you can do
- Add a new deal
- Filter by entity to see only one trust or LLC's pipeline
- Open a deal to see notes, docs, diligence, and integration plans
Use it when you want to
- Weekly pipeline review
- Assigning deals to entities before closing
Tour
1. Your deal pipeline
Every opportunity you're evaluating, in one board.
2. Add a deal
Capture new opportunities the moment they cross your desk.
3. Filter by entity
Change the entity switcher to see only deals in a specific trust or LLC.
4. Or just talk to it
Tap the mic and describe a deal out loud — we'll capture and route it.