Quick Reference¶
Printable reference tables for all custom fields, pipeline stages, and tags. Use your browser's print function (Ctrl+P / Cmd+P) for a clean printout.
Company Custom Fields¶
| Field | Type | Options |
|---|---|---|
| Company Type | Dropdown | LP Target, Consulting Firm, Agent Firm, Service Provider |
| Tier | Dropdown | 1, 2, Unassigned |
| Fund Type | Dropdown | PE, VC, Both, Other, Unknown |
| Target Investment Low ($M) | Number | — |
| Target Investment High ($M) | Number | — |
| Money Raised | Dropdown | Yes, No, In Progress |
| Amount Raised ($M) | Number | — |
| Last Contact Date | Date | — |
| Next Contact Date | Date | — |
| Outstanding Items | Long Text | — |
| Department | Dropdown | — |
Plus standard fields: City, State, Country, Phone, Website
Contact Custom Fields¶
| Field | Type | Options |
|---|---|---|
| Contact Type | Dropdown | Primary Contact, Secondary Contact, Consultant, Agent, Executive, Decision Maker, Influencer |
| Title | Text | (Job title) |
Plus standard fields: First Name, Last Name, Email, Phone, Company (link)
Pipeline Stages¶
| # | Stage | Description |
|---|---|---|
| 1 | Prospecting | Researching, no outreach yet |
| 2 | Initial Contact | First outreach sent |
| 3 | Discovery | Initial conversation |
| 4 | Meeting Scheduled | Formal meeting on calendar |
| 5 | Meeting Held | Meeting completed |
| 6 | Proposal Sent | Materials or proposal delivered |
| 7 | Negotiation | Discussing terms |
| 8 | Committed | Verbal or written commitment |
| 9 | Closed Won | Funds received |
| 10 | Closed Lost | Declined or passed |
Tags by Category (96 Total)¶
Deal Status (6)¶
Active, Warm, Cold, Committed, Passed, On-Hold
Engagement Level (7)¶
Met-In-Person, Call-Scheduled, Awaiting-Response, Follow-Up-Needed, High-Engagement, Low-Engagement, No-Response
Geography — Countries (10)¶
United-States, United-Kingdom, UAE, Hong-Kong, Japan, Canada, Australia, Singapore, Switzerland, Germany
Geography — US States (8)¶
Texas, New-York, California, Florida, Illinois, Massachusetts, Connecticut, Pennsylvania
Strategic Priority (7)¶
High-Value, Quick-Win, Long-Term, Key-Account, Strategic-Partner, Tier-1-Priority, Tier-2-Priority
Company Type Tags (4)¶
LP-Target, Consulting-Firm, Agent-Firm, Service-Provider
Contact Role (7)¶
Primary-Contact, Secondary-Contact, Consultant, Agent, Decision-Maker, Influencer, Gatekeeper
Data Source (6)¶
Import-Nov-2024, Original-Database, Manual-Entry, LinkedIn, Referral, Web-Research
Pipeline Stage (10)¶
Prospecting, Initial-Contact, Discovery, Meeting-Scheduled, Meeting-Held, Proposal-Sent, Negotiation, Committed, Closed-Won, Closed-Lost
Relationship Strength (6)¶
Strong-Relationship, Moderate-Relationship, Weak-Relationship, New-Contact, Champion, Advocate
Communication Preference (4)¶
Email-Preferred, Phone-Preferred, Meeting-Preferred, Text-OK
Fund Type (4)¶
PE-Focus, VC-Focus, Both-PE-VC, Multi-Asset
Investment Focus (7)¶
Early-Stage, Growth-Stage, Late-Stage, Buyout, Distressed, Real-Estate, Infrastructure
Engagement History (5)¶
First-Meeting, Multiple-Meetings, Site-Visit, Conference-Met, Webinar-Attendee
Action Items (6)¶
Send-Materials, Schedule-Call, Schedule-Meeting, Send-Follow-Up, Awaiting-Decision, Need-Introduction
Company Types¶
| Type | Description |
|---|---|
| LP Target | Potential limited partners (pension funds, endowments, family offices) |
| Consulting Firm | Investment consultants who advise LPs on fund selection |
| Agent Firm | Placement agents connecting GPs with LPs |
| Service Provider | Legal, compliance, and other support firms |
Key Workflows¶
Add a New Prospect¶
- Create Company (Businesses → + Add Business)
- Fill custom fields: Type, Tier, Fund Type
- Add tags: geography, deal status
- Create Contact (Contacts → + Add Contact)
- Link contact to company
- Set Contact Type and Title
Log an Interaction¶
- Open contact record
- Add Note (date + key points + next steps)
- Create Task (specific title + due date)
- Update tags (engagement level, action items)
- Update Next Contact Date on company
Move a Deal Forward¶
- Open Opportunities
- Drag card to next stage (or edit the Stage field)
- Update Value and Expected Close Date if needed
- Add a note explaining the stage change