VC Deal Pipeline CRM

About This Blueprint

Build a lightweight, venture-specific CRM that tracks deals across sourced, screening, diligence, IC, term sheet, and closed/passed stages — all in one clean Kanban or table view. Each deal card captures company name, sector, check size, lead partner, next step, and freeform notes, with a live conversion funnel showing stage-by-stage drop-off rates. Purpose-built for VCs and angels who want signal over noise, without the overhead of a generic CRM.

What's Included

• Kanban board with 6 venture-specific swimlanes: Sourced, Screening, Diligence, IC Review, Term Sheet, Closed/Passed
• Toggleable table view with sortable columns: Company, Sector, Check Size, Lead Partner, Stage, Next Step, Last Updated
• Deal detail side-panel with all fields: company metadata, check size range, co-investors, thesis fit tag, notes textarea, and next-step reminder
• Add/edit deal modal with field validation and dropdown selectors for stage, sector, and lead partner
• Stage conversion funnel bar chart (SVG/CSS) showing deal count and pass-through rate at each stage
• Top-of-page KPI strip: Total Active Deals, Total Pipeline Value ($), Avg Days in Stage, Deals Closed This Quarter
• Filter and search bar: filter by lead partner, sector, check size range, and stage; keyword search on company name
• Color-coded stage badges and urgency indicators (overdue next steps highlighted in amber)
• Seed dataset with 12 realistic fictional deals pre-populated across all stages
• Responsive two-column layout that collapses gracefully to a stacked mobile view

Compatible AI Tools

This blueprint has been tested and produces reliable results with: