VC DealFlow
Venture Capital Deal Management & Pipeline CRM
A purpose-built CRM platform engineered for investment teams to capture pitch decks, track diligence milestones, manage partner votes, and accelerate funding decisions without messy spreadsheets.
VC Fund Syndicate
4 Weeks (Sprint to Prod)
Product Design & Dev
Next.js, Supabase, Tailwind
The Problem: Lost Deals & Disconnected Diligence
Investment partnerships rely on fast decision-making and rigorous evaluation. Before building VC DealFlow, managing deals across inboxes and spreadsheets created friction at every stage:
Before VC DealFlow
- •Lost Investment Leads: Warm introductions and inbound pitch decks were lost in individual partner inboxes without shared visibility.
- •Scattered Diligence Files: Memos, cap tables, and founder references lived across Google Drive folders without links to the deal stage.
- •Unfocused Partner Meetings: Monday partner meetings spent 45 minutes manually reconciling spreadsheets rather than discussing high-conviction companies.
With VC DealFlow
- •Transparent Pipeline Board: All startups advance through clearly defined stages from Sourced to Due Diligence and Term Sheet.
- •Centralized Founder Profiles: Pitch decks, cap table notes, sector classifications, and partner ratings stored directly in Supabase.
- •Team Coordination: Clear deal owners, diligence task checklists, and instant meeting notes visible across all general partners and associates.
Partner & Associate Requirements
Designed to serve the daily operational needs of investment partners, diligence associates, and compliance leads:
Pipeline Health
Track active term sheets, deal velocity by sector, and stage drop-offs before weekly investment meetings.
Fast Founder Intake
Quick-add founder profiles, attach pitch decks, log first-call notes, and tag rounds within seconds.
Checklist Verification
Standardized reference checklists, cap table audits, and vote recording before partner sign-off.
Auditable History
Preserve structured valuation milestones, pass reasons, and referral origins for future LP reporting.
CRM Architecture & Sprint Process
A focused 4-week sprint from investment pipeline audits to a working full-stack CRM:
Audit & Requirements
Mapped existing partner workflows, inbound pitch channels, and evaluation rubrics.
Supabase Architecture
Designed relational Postgres tables, company profiles, and row-level security for partner notes.
Pipeline CRM UX
Built the interactive deal board with drag-and-drop stages, stage filters, and deal velocity metrics.
Diligence & Launch
Added diligence checklists, confidential partner rating forms, and responsive mobile views.
Deal Pipeline Board
Live visual Kanban board tracking startups across sourcing, first call, due diligence, and term sheet stages.
Key Architectural Decisions
Practical engineering decisions made to balance fast data entry with institutional security:
Relational Postgres Schema in Supabase
Teams used scattered spreadsheets with inconsistent company names, missing valuations, and broken stage tracking.
Enforced strict relational models in Supabase with foreign keys, enum deal stages, and automated timestamp logs.
Row-Level Security for Sensitive Diligence
Proprietary founder financials and confidential partner votes required strict access boundaries.
Configured Supabase RLS policies ensuring only assigned diligence committee members can read confidential memos.
Optimistic State for Drag-and-Drop Pipeline
Slow network round trips when moving startups across stages caused sluggish board interactions during partner meetings.
Implemented optimistic UI updates in React with automatic rollback safeguards if server validation fails.
Mandatory Diligence Checklist Gates
Investment teams frequently missed critical background steps like cap table audits and reference calls.
Built standardized diligence checklist gates that must be satisfied before moving deals to Partner Review.
Company Directory
Searchable table of active and passed startups with instant filtering by funding round, sector, and lead partner.
Dealflow Analytics
Funnel conversion rates, deal velocity by sector, and quarterly sourcing volume to identify high-performing channels.
Tech Stack
A reliable, modern setup built for fast loading and responsive deal tracking:
Database & Security
Stores deals, diligence memos, and partner votes with row-level security.
Server Architecture
Executes type-safe pipeline mutations and fast stage queries.
State & Real-Time
Manages optimistic drag-and-drop state across Kanban stages.
User Interface
Clean layout with dark mode support, filterable tables, and smooth transitions.
Results & Impact
The CRM transformed how the fund manages inbound startups, coordinates diligence, and commits capital:
Zero Lost Leads
All inbound pitch decks and founder introductions are logged with deal owners, source tags, and timestamps.
Faster Diligence Cycles
Standardized checklist gates reduced the average time from first call to investment committee decision.
Focused Partner Syncs
Weekly partner meetings dedicated time to debating high-conviction companies rather than manual data updates.
Institutional Memory
Every company review, pass note, and valuation milestone is preserved in Supabase for future funding rounds.
Team Allocations
Partner capacity views tracking assigned diligence memos, active review queues, and open founder follow-ups.
Ongoing Maintenance & Usability
Providing continuous platform refinement, adjusting stage gates, optimizing query indexes, and supporting partner workflows.
Planning Additional Data Integrations
Planning automated email logging from Google Workspace and calendar event sync to link founder calls directly to deal cards.
Gallery
All operational dealflow CRM views developed for the platform. Click any view to inspect full size: