Deal Flow: Every Active Round in One Filterable View
Centralized deal-flow across all your fundraising processes, filterable by investor type, ticket size, geography and stage — connected to pipeline, dataroom and pitchdeck.
A growing startup rarely runs one clean round at a time. You have a primary Series A pipeline, a parallel bridge conversation, a strategic corporate VC track and maybe an SPV being syndicated by an angel — each with its own investors, documents and timelines. CAPLINK's deal-flow view collapses all of those into a single filterable surface, so a founder can answer 'what is happening this week across every active raise?' in under five seconds. Each deal is connected upstream to the pipeline that owns it and downstream to the dataroom and pitchdeck served to that specific investor segment.
What this feature gives you
All active rounds in one place
Primary round, bridge, SPV, secondary — every active deal sits in one centralized view rather than four scattered spreadsheets. Switch between deals with a tab, or look at the unified board to see everything at once.
Filter by every dimension that matters
Filter the deal list by investor type (VC, family office, angel, strategic), ticket size band, geography and current stage. Save filter combinations as views — for example, 'European angels writing under €100k' — and switch between them instantly.
Connected to dataroom and pitchdeck
Each deal is linked to the specific dataroom permissions and pitchdeck version served to that investor segment. Open a deal, see the documents that investor has access to, and update permissions without leaving the view.
Connected to the CRM pipeline
Every deal-flow card opens straight into the corresponding pipeline, with all notes, outreach history and stage progression attached. The deal-flow view is the map; the pipeline is the territory.
How it works
Configure each active round as a deal
Create a deal for every parallel fundraising motion (primary Series A, bridge, strategic corporate VC, etc.) with its own target amount, timeline and assigned team members. Each deal becomes a filterable surface in the unified view.
Apply filters to find the segment you need
Filter by investor type, ticket size, geography or stage to drill into a specific cohort — for example, 'US growth-stage VCs in the Due Diligence column of the primary round'. Saved views make recurring filters one click away.
Act directly from the deal-flow view
Update dataroom permissions, advance a pipeline stage, send a follow-up — every action lands on the right pipeline card with full audit trail, without forcing the founder to jump between three different tools.
Inside CAPLINK
Unified deal-flow view showing three active rounds side by side with shared filters and per-deal progress bars.
What founders get out of it
End the 'which spreadsheet?' confusion
Founders running parallel rounds typically maintain three or four separate trackers. CAPLINK collapses them into one canonical view, so leadership decisions are made from one set of numbers instead of three reconciled versions.
Faster cross-deal insight
Spot patterns instantly — 'every US fund is stuck in Due Diligence longer than every European fund' — and adjust your strategy before the issue compounds. Cross-cutting analytics are impossible in fragmented systems.
Cleaner investor experience
Because dataroom and pitchdeck are linked per deal, an investor in your bridge round never accidentally sees primary-round documents and vice versa. Permissions stay clean and audit-ready.
Frequently asked questions
Run a professional fundraising process
Deal flow is the founder's situation board. When every active round shows up in one place, decision quality goes up and execution speed follows.