Startup Discovery
Investors use the discovery tools to find, evaluate, and add startups to their deal flow pipeline across all funding stages and sectors.
2 min readWritten for: Investors and scouts building a pipeline
What you will learn
- How investors discover startups on the ecosystem
- How to add startups to the deal flow pipeline
- How deal activities and documents are tracked
- How the pipeline stages work
Overview#
The Investor Portal surfaces startup profiles from across the ecosystem with rich filtering by stage, sector, geography, and funding ask. Investors can save profiles and initiate conversations directly.
Deal Flow Pipeline#
- Sourced - the startup is on your radar as a possible investment
- Screening - a first look to decide whether it is worth your time
- First meeting - you have met the founders
- Deep dive - working through the business in detail
- Due diligence - formal checks on the numbers, the cap table and the claims
- IC review - the investment committee takes it up
- Term sheet - you are drafting an offer
- Negotiation - terms are being agreed
- Closed - the investment is done
- Passed - you declined. Available from any stage, and it asks you for a reason
Deal Tracking#
Each deal in the pipeline captures structured information to support decision-making across the investment team.
- Startup name, logo, sector, and funding stage
- Investment ask amount
- Source of the deal and assigned team members
- A score and a priority of Low, Medium, High or Urgent
- Follow-up dates and next action
- Pass or invest date with reason
Deal Activities#
- Notes - general, due diligence, IC meeting, term sheet, legal
- Meetings - intro call, pitch, follow-up, IC meeting, board meeting
- Documents - pitch deck, term sheet, due diligence, legal, financial
