.svg)
Pipeline Management
Run every pipeline from first contact to close.
Pipeline Management for M&A Advisory, Private Equity and Search Funds. Manage buy- & sellside outreach and the origination of new mandates in one pipeline, with stages, owners, activities and next steps on every target.
Key Benefits
Run your pipelines with structure, flexibility and collaboration.
Configurable to your Process
Shape your pipeline entirely around your own processes. Whether for buy-side and sell-side outreach or winning new mandates.
Connected to Projects & Tasks
A target in the pipeline turns straight into a task, with no break in the workflow.
Structure instead of Excel Trackers
Stages, activity and ownership on every target, instead of a list everyone maintains differently.
Key Features
An Overview of our Pipeline Management.
Push long lists into the Pipeline
Find your targets in the long list creation tool and push it straight into the pipeline.
Stages for every Process
Move targets and leads through your process stages, whether buy-side, sell-side or origination.
CRM connection & Excel export
Connect your existing CRM or export the pipeline to Excel when you need the data outside the platform.
Kanban & List View
Switch between kanban and list, depending on whether you are steering the process or comparing details.
Responses & Activity
Log replies, calls and notes on the target, so the history of a contact stays complete.
Next Steps & Owners
Every target has an owner and a next step, so nothing in your outreach goes cold.
Solution
A pipeline that actually pushes your progress.
Nothing goes Cold
An owner and a next step on every target, instead of a list nobody touches again.
From Long List to Conversation
Your list can go straight into outreach, with no detour through Excel and copy & paste.
Status without Asking
Everyone on the team sees where each target stands and who spoke to them last.
See how Dealspec fits into your workflow
FAQ
Frequently asked Questions
What do I use dealspec's pipeline management for?
For buyer outreach on the sell-side, target outreach on the buy-side and originating new mandates. All three run in the same logic, with their own stages per process.
Who is dealspec's pipeline management for?
For M&A Advisors, Private Equity, Search Funds, MBI candidates and Family Offices running several outreach and origination processes in parallel.
Can I connect dealspec to my CRM?
Yes. You connect your existing CRM or export the pipeline to Excel at any time.
Which views does dealspec's pipeline management offer?
Kanban for steering the process and a list view when you compare targets in detail.
Can I move my long list into the dealspec pipeline?
Yes. You build the long list in the long list creation tool and push it straight into the pipeline, with no export and reimport.
Get started