Use Case 33
Manage the acquisition pipeline
Platform walkthrough
Learn from the actual platform screens and written steps, then perform the authorized actions in your own workspace. Actions explained in the video are not necessarily completed in the example.
Browse use cases for Investor / PEStep-by-step guide
The same walkthrough in writing, with a screenshot for every step.
This walkthrough uses actual platform screens. Actions requiring an authorized user are explained for you to perform in your workspace.
1. Find the correct opportunity
Open Platform → Deal Room → Search your deals in the correct workspace. The safe capture has no client records.
2. Find the relevant status and stage
Open Deal Room → Filters. Combine Status, Stage and Search. The empty capture excludes client records. Filters do not change transactions.
3. Open the permitted deal
Choose Open deal in a permitted result. Review Checklist, the next item, Answer questions, Create a task and Documents. Resolve prerequisite items before locked stages.
4. Plan the next evidence task
Open Tasks → Add Task. Set a precise action, Status, Assignee, Due, Priority and Owner side. Verify responsibility and permissions before saving a real task.
5. Review the outcome and next step
Connect the next milestone to a reviewer and the evidence still missing. Use stage to locate work, not to infer approved investment or certain completion. Investigate a stalled item through documents and open questions. Your useful pipeline review identifies the next accountable action and remaining conditions; it does not turn task progress into closing probability.
Common questions
Short answers to what people ask most about this part of the product.
Does stage predict the acquisition outcome?
No. It locates transaction work. Progress, approval and completion likelihood are separate; review evidence and conditions.
How should I investigate a stalled opportunity?
Open the accessible record and connect its next milestone with missing evidence and an accountable reviewer. Do not infer delay cause or completion probability from task percentage alone.
Why are the shown controls in English?
These real platform captures use English labels. Italian narration and instructions retain them so you can identify the exact shown controls.
Why is the next stage locked?
Read the checklist’s prerequisite message. Complete the earlier required items with the authorised responsible party before expecting later stages to unlock. Task completion alone does not confirm contractual completion.
Video transcript
You have opportunities at first review, offer and diligence. Open Deal Room and choose the stage requiring attention today. Keep research targets distinct from accessible transaction records. Filters organise attention; the actual decision happens inside the permitted deal with its own evidence and participants. Start with a specific unresolved milestone, not a percentage forecast. Open Filters in Deal Room. Status describes the overall state; Stage identifies a transaction step such as NDA and Access, Pre LOI Review, Offer, Escrow and Funding, Due Diligence or Close. Combine these with Search to find work. A filter changes the displayed list; it does not advance, sign off or approve the deal. In a permitted result, choose Open deal and review the checklist and the next required item. The deal offers Answer questions, Create a task and Documents. Later stages can stay locked until earlier required items are complete. Use the checklist to identify the evidence and responsible side. A progress percentage is not a probability of closing. Open Tasks and Add Task, or use Create a task. Give the action a precise name and description. Review Status, Assignee, Due date, Priority and Owner side. Match the responsible side to the actual evidence requirement; the organiser’s example shows Seller. Check the permissions before saving a real task. This fictional draft was cancelled without creating a task. Connect the next milestone to a reviewer and the evidence still missing. Use stage to locate work, not to infer approved investment or certain completion. Investigate a stalled item through documents and open questions. Your useful pipeline review identifies the next accountable action and remaining conditions; it does not turn task progress into closing probability.
Watch the video, or follow the written steps below. Both cover the same walkthrough.