Venture capital

Deal flow tracking software development

Your best deal this quarter almost died in a Gmail thread nobody checked for a week. We build the pipeline that makes sure that never happens again.

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What is deal flow tracking software?

Deal flow tracking software manages sourcing, screening, and due diligence for every deal moving through a fund's pipeline. Codiot builds deal flow systems shaped around your actual investment process and criteria, so nothing valuable gets lost in an inbox while the team is heads-down on diligence for something else.

The moment you're probably in

You'll recognize one of these.

The inbox graveyard

A promising deal comes in over email, gets a quick reply, and then quietly dies because nobody owns following up.

The inconsistent screen

Every partner screens deals against a slightly different mental checklist, so good deals get inconsistent treatment depending on who sees them first.

The diligence data scatter

Due diligence documents and notes live across email, shared drives, and someone's personal notebook, with no single source of truth.

What we build

Deal flow tracking software, end to end.

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Pipeline tracking

Every deal tracked through a consistent stage process, with visibility into where each one is stuck.

Standardized screening

Your investment criteria encoded as a repeatable screen, so every deal gets the same first look.

Due diligence workspace

Documents, notes, and tasks centralized per deal, replacing the scattered-drive approach.

Sourcing analytics

Visibility into which sourcing channels actually produce deals worth pursuing.

Partner collaboration

Shared visibility and commenting across the team, without deals living in one partner's personal inbox.

CRM integration

Connects to your existing CRM rather than becoming a second, competing system of record.

Systems we speak

Your stack, not our preferences.

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FAQ

Common questions, answered plainly.

How much does deal flow tracking software cost?

It depends on pipeline complexity and integration with existing CRM or sourcing tools. We quote a fixed scope after discovery.

Can this integrate with our existing CRM?

Yes, most implementations extend an existing CRM's deal tracking rather than replacing it entirely.

How does this improve screening consistency?

Encoding your actual investment criteria into a standard screening workflow is what makes the process consistent across partners, not just a stated intention.

How long does implementation take?

A focused first release covering pipeline tracking and screening typically ships in 8-10 weeks.

Can multiple partners use it at once?

Yes, shared visibility across the team is a core part of the design, not an add-on.

The rest of the stack.

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Show us how this runs today.

One call. Walk us through how it works in your shop today, and we'll tell you honestly where custom software pays off, and where it doesn't.

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