Free self-audit
The Fund Dealflow Teardown
Run the same 12-point audit 80x uses in a paid engagement. If you flinch at three or more, your dealflow is leaking, and it is fixable.
62 projects delivered · 68 funds and firms · 21,301,433 CRM records migrated, cleaned, and enriched
The 12-point teardown
Rate your own dealflow stack
Two minutes, no email needed. Mark each area honestly and you will see exactly where deals, notes, and hours are leaking.
- 01Source of truth
Does every live deal exist in one system, or is it split across a CRM, inboxes, Notion, and a partner's spreadsheet?
- 02Notes to record
Do meeting notes and calls land on the deal automatically, or die in inboxes and docs where no one finds them again?
- 03Consistent scoring
Is qualification consistent and written down, or is it in each partner's head and different every time?
- 04Cited claims
When a field says 'raising $2m at a $20m cap', can you trace it to the source, or is it hearsay someone typed once?
- 05Duplicates
Do you know how many duplicate companies and people are in your CRM right now? (Most funds are off by an order of magnitude.)
- 06Date integrity
Do stage-change and first-contact dates reflect what actually happened, or when someone got around to typing it in?
- 07Staleness
Does a rule surface deals that have gone quiet, or do they rot in a stage unnoticed?
- 08Pipeline accuracy
Would the pipeline your CRM reports match what a partner would tell you out loud, or has it drifted?
- 09LP pipeline
Is fundraising tracked like dealflow, with stages, owners, and commitments, or in a spreadsheet you dread opening?
- 10Safe automation
Can anything that writes to your CRM be dry-run, rolled back, and shut off in one move?
- 11One-query answers
Is 'how many fintech deals did we pass last quarter, and why' a query you run, or an afternoon you lose?
- 12Migration risk
If you had to change CRMs next month, would history survive, or would notes, dates, and pass reasons be lost?
