DealFlow CRM
Investment Pipeline Platform · Full-Stack Next.js & Supabase
A deal tracking platform built with Next.js and Supabase to help investment teams organize prospective companies, review pitches, and collaborate in real time without messy spreadsheets.
Project Overview
Investment teams review hundreds of prospective companies and pitches every month. When deals are tracked across loose spreadsheets and emails, important updates get lost, follow-ups are delayed, and team members end up out of sync.
This project was built from scratch — from product design and visual layouts to full-stack engineering with Next.js and Supabase. The platform provides a clean, visual pipeline where teams can track every opportunity from the first meeting to final decision.
Engineering & Tech Stack
Next.js & Interactive Pipeline: Fast, responsive web application with a visual board and quick keyboard search (⌘K) to easily organize deals.
Supabase Database: Reliable database storing company profiles, notes, evaluation criteria, and founder records with instant search and filtering.
Secure User Accounts: Role-based permissions ensuring sensitive investment notes, team votes, and evaluations remain secure.
Activity Tracking & Alerts: Automated reminders that highlight inactive deals so promising companies are never overlooked.
Core Features
Visual Deal Pipeline: A clear board where deals move across simple stages: Sourced, Review, In Diligence, Decision, and Closed.
Deal Scoring: Quick 0–100 scorecards evaluating team strength, product quality, market opportunity, and traction.
Companies Directory: A searchable library of all prospective companies, filterable by industry sector, stage, and assigned reviewer.
Team Workload: Clear visibility into which team members are managing each opportunity to balance tasks evenly.
Insights & Sourcing: Simple charts showing where the best opportunities originate (referrals, events, inbound) and overall pipeline activity.
Design & Development Highlights
- Clean, Scannable Cards: Designed compact deal cards showing industry tags, funding amounts, and status badges at a glance.
- Quick Search & Filters: Integrated keyboard shortcuts and category filters so teams can find any company or note in seconds during meetings.
- Comfortable Interface: Balanced a focused dark sidebar with an open workspace layout to make long review sessions comfortable and productive.
- Inactive Deal Alerts: Added automatic flags for deals without recent updates to keep the whole pipeline active and organized.
Outcome & Impact
The platform replaced scattered spreadsheets and disconnected notes with an intuitive, unified workspace. Teams evaluate opportunities faster, communicate clearly, and make decisions with confidence.
Contact me
Have a question or want to work together?
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