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Sales Pipeline Template For Venture Capital
For venture capitalists, this template helps in scouting, screening, and due diligence, leading up to term sheet issuance and investment closure with success benchmarks throughout.
Template FAQ
What are the use cases of the sales pipeline template for Venture Capital
The use cases of this sales pipeline template are as follow:
Deal Flow Management: Track and evaluate potential investment opportunities systematically, ensuring no high-potential startups are overlooked.
Investor Reporting: Streamline the process of updating stakeholders on the status of potential investments and portfolio companies.
Due Diligence Coordination: Organize and monitor the progress of due diligence activities for each prospective investment.
What should you do for each step of this sales pipeline template?
This is what you need to do for each step of this sales pipeline template:
Sales Pipeline Stage 1 - Scouting: Identify and research potential startup investments that align with the fund's focus areas and investment criteria.
Sales Pipeline Stage 2 - Initial Screening: Conduct preliminary analysis of the startup's market potential, business model, and team to determine fit for further evaluation.
Sales Pipeline Stage 3 - 1st Founder Meeting: Arrange a meeting with the startup's founders to discuss their vision, strategy, and needs, and to assess team dynamics and leadership.
Sales Pipeline Stage 4 - Internal Evaluation: Perform in-depth analysis of the startup's financials, technology, and market position, and review findings with the investment team.
Sales Pipeline Stage 5 - Due Dil: Conduct thorough due diligence, including legal, financial, and technical assessments, and reference checks.
Sales Pipeline Stage 6 - Negotiation: Engage in negotiations with the startup regarding valuation, terms, and conditions of the investment.
Sales Pipeline Stage 7 - Term Sheet sent: Prepare and send a term sheet outlining the proposed investment terms, conditions, and expectations.
Sales Pipeline Stage 8 - Closing: Finalize the investment through legal documentation, funds transfer, and announcement of the partnership.
With which software can you use this sales pipeline template?
You can use this sales pipeline templates with the following softwares:
Breakcold
Excel
Google SpreadSheets
Airtable
Notion
Hubspot
Salesforce
This list is not exhaustive, if you're using another sales pipeline software, you'll be able to use it there too.
