Still called
Dealflow Aug '26.
A spreadsheet is the right tool for the first thirty companies. Somewhere after that it stops being a pipeline and becomes four versions of a pipeline, one of which is correct.
The same list, with
the history attached.
The file was fine while one person touched it. Then a second analyst joined, a partner kept their own copy, and the only way to know the state of a deal was to ask whoever edited it last.
AnalystX takes the sheet as it is. What comes back is the same list, except every email and meeting is on the right company and the follow-up is handled.
Four versions,
one of them correct.
The columns were never the problem. What the sheet could not hold was what the founder said on the call, who at the firm already knew her, and why you passed.
Keep the sheet for the model. The pipeline, the people and the notes move in.
- Versions
- 4
- Owner
- whoever edited last
- Call notes
- elsewhere
- Who knows them
- ask on Slack
- Reminders
- you
- Why we passed
- unknown
You know the signs.
- Still keeping a "just in case" copy on your desktop? It's time for AnalystX.
- Still asking who updated the stage column? It's time for AnalystX.
- Still finding out about the round after it closed? It's time for AnalystX.
- Still guessing why the firm passed in 2024? It's time for AnalystX.
Coming from
a spreadsheet.
Will the file come across?
Can we keep a sheet for the model?
What about the formulas?
Retire the spreadsheet.
Bring it across as it is. Request access and we'll have you running under a week.