Deal Flow Organization

by a searcher from Duke University - The Fuqua School of Business

3 months ago

I hope everyone is having an amazing day. I am writing this post because I am curious about the tools or methods you use to keep track of deal flow and where you are in the process with different potential acquisitions regarding CIMs, LOIs, and diligence.

1 like
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17 comments

intermediary

After looking at several options I unfortunately had to fall back to Excel. Would love a simple and affordable solution for deal tracking at a small scale.

2 months ago | like reply | 0 likes

searcher from INSEAD

Notion also for me. Some ideas here: https://www.thesmbcenter.com/tools/searcher-crm

3 months ago | like reply | 1 like

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