Platform · Deal pipeline
Every target, mandate and investor conversation on one board, with an owner.
Track deals from the first call to a signed term sheet, across as many pipelines as you run. Each deal keeps its stage, owner, tasks and full communication history in one record.
New investments pipeline
First call2
- Precision castings, Coimbatore
- Specialty chemicals, Vapi
NDA signed2
- Auto components, Pune
- Dairy processing, Anand
IC note1
- Flexible packaging, Ahmedabad
Term sheet1
- Pharma packaging, Hyderabad
The problem
Deals live in inboxes, spreadsheets and one partner's memory
Most deal teams start with a spreadsheet. It works for ten names. By forty, nobody is sure which promoter was last called, who owns the follow up, or why a target was dropped in March. The notes sit in someone's email, the latest numbers are in a WhatsApp forward, and the Monday review spends half its time working out where things stand. When a partner is away, the deals assigned to them simply stop.
What it gives you
Inside deal pipeline, feature by feature.
Multiple pipelines
Run separate pipelines for acquisitions, fundraising and sell side mandates, each with its own stages, so a buy side target never sits beside an investor lead.
Stages and owners
Every deal has one stage and one named owner. Move it by drag and drop, and the change is recorded with the date and who made it.
Filters by industry, region and ownership
Narrow a long list to, say, family owned packaging makers in Gujarat and Maharashtra, and save the view for the next review.
Communication history and tasks
Calls, emails and meeting notes attach to the deal record. Tasks carry a due date and an owner, so follow ups do not depend on memory.
Dashboards, reports and scenario planning
See how many deals sit at each stage and for how long, and compare scenarios, such as what the quarter looks like if two term sheets slip.
Import and mass actions
Bring an existing list in from a spreadsheet or a CRM, then reassign, retag or move many deals in one action.
How it works
A typical run through deal pipeline
- Step 1Set up your pipelinesName the pipelines you actually run and agree the stages for each, for example Sourced, First call, NDA signed, Information received, IC note, Term sheet.
- Step 2Bring in what you haveImport your current spreadsheet or CRM export. Each row becomes a deal record with its industry, region, ownership type and owner.
- Step 3Work the dealsLog calls and meetings against each deal, set tasks with due dates, and move deals across stages as they progress.
- Step 4Review on the dashboardUse the dashboard for the weekly review: what moved, what is stuck, what is overdue and who owns it.
- Step 5Hand over to diligenceWhen a deal reaches a signed NDA or term sheet, open diligence on the same record so the history carries forward.
In motion
Deals move a column at a time
Each card is a target or a mandate. When a stage is reached, the card moves, and the move is recorded with the person and the date.
An example
A Bengaluru private equity fund screening mid-market targets
A Bengaluru fund looking at mid-market manufacturing businesses keeps around 60 names in play at any time, sourced from bankers, CAs and its own outreach. It sets up one pipeline for new investments and another for follow on rounds in its portfolio. Each target is tagged by industry, state and whether it is promoter owned or professionally run. On Monday the team opens the dashboard, filters to deals that have not moved in three weeks, and decides for each one whether to chase, park or drop it, with the reason written on the record.
Illustrative example. Screens and data are samples.
Pipeline review, week of 12 Oct 2026
Active deals
58
Moved this week
11
Stuck over 3 weeks
9
Tasks overdue
6
- Sourced24
- First call15
- NDA signed10
- IC note6
- Term sheet3
Questions
About deal pipeline
Can we keep fundraising and acquisitions apart?
Yes. Each pipeline has its own stages and views, and you choose who on the team can see each one.
We already have a spreadsheet of targets. Do we start again?
No. Import the spreadsheet or a CRM export and map its columns to deal fields. Clean up obvious duplicates first and the import goes faster.
Does the pipeline decide which deals to pursue?
No. It shows you what is happening and what has stalled. Which deals to chase, park or drop is your team's decision, and the record keeps the reason.
For this stage
Free tools and templates that go with it
Free tools · 2
- Tool · 8 minDeal readiness score21 questions across seven areas a buyer tests, with a score out of 100, your strongest and weakest areas, the five actions that matter most and an indicative timeline.
- Tool · 3 minDeal timeline plannerPick your deal type, how ready you are and a start date, and see a dated plan of the eight stages from first call to Day 100.
From the templates library · 3
- TemplateNon-disclosure agreement (NDA)Before the teaser turns into real numbers, and before anyone sees the data room.
- TemplateLetter of intent for an equity dealWhen both sides agree on price range and structure and want to start diligence.
- TemplateValuation modelsBefore you name a price, and again when diligence changes the numbers.
Further reading
Related platform parts and guides
- PlatformDue diligenceRequest lists, a data room and questions in one place, with a record of who did what.
- PlatformEngagementsScope, milestones, deliverables and decisions for an advisory mandate, in one place.
- GuideInformation memorandum basicsThe information memorandum is the first long look a buyer gets at your business. It goes only to buyers under NDA, says far more than the teaser, and has to be accurate enough to survive diligence.
Ways to start
Use deal pipeline with an adviser, or with your own team
Work with an adviser
A confidential first call with the Code Colonies consulting team. We agree a written scope, then run the mandate in a Synerger workspace you can open at any time.
Use the platform with your own team
For deal teams, funds and advisory firms running their own mandates. Request access, or log in if your team already has an account.
Next step
Run the next deal on Synerger. An adviser will show you how.
A confidential thirty minute call. Tell us how your team runs deals today and we will walk you through this part of the platform.