Deal Flow Management EXCEL FILLED

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Deal Flow
Manager
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Guide
By Alexander Jarvis at 50Folds
Blog www.alexanderjarvis.com
Website www.50Folds.com
Twitter @50Folds / @ADJBlog
Detailed guides Read the blog;

Watch the video:
Feedback help@alexanderjarvis.com
How to use Input all the companies you think you want to raise from in the List sheet. You
If you intend getting warm intros then figure out who is going to make intros a
Run your process with the investors in the Progressing sheet. Make sure to fill
If investors pass, cut/paste them to the Dead sheet
Run your process with the investors in the Progressing sheet. Make sure to fill
If investors pass, cut/paste them to the Dead sheet from the Progressing shee
If you get close to investment with investors, put them into the Offers sheet as
focusing on to get them across the line. I put investors into different sections d
Use the Allocations sheet if you potentially have a lot of investors wanting to c
you might bring into the deal and who you might not
Sheets Target
List
Progressing
Offers
Allocations
Dead
Cell types These are the main types of cells used in this model
Assumptions
1. On
60,000
Links
60,000
Formulas
5,850
Warranties and Terms of UsLicence: Distributed for free under GNU Free Documentation License - http://w
https://www.alexanderjarvis.com/fundraising-process-manager-tool/
https://youtu.be/sXtpjfgovLw
nies you think you want to raise from in the List sheet. You can then research to ensure they are a fit for you
g warm intros then figure out who is going to make intros and preapre to start your outreach
ith the investors in the Progressing sheet. Make sure to fill in progress- It's a pain in the ass to lose track!
ut/paste them to the Dead sheet
ith the investors in the Progressing sheet. Make sure to fill in progress- It's a pain in the ass to lose track!
ut/paste them to the Dead sheet from the Progressing sheet
nvestment with investors, put them into the Offers sheet as these are who you will end up spending most of your time
hem across the line. I put investors into different sections depending on how likely I think they are
sheet if you potentially have a lot of investors wanting to commit! You can easily think make a few scenarioos of whom
o the deal and who you might not
[Optional] Set out what investors you want to target so you know who you are looking for
Input all the investors you want to reach out to. The names drive dropdown menus in other sheets
Here you track the progess with investors. Move them to dead or offer by cutting and pasting
Track which investors you think are most likely to invest. This becomes your main sheet to focus on at the
end
Structure up possible options to allocate the round to different investors and different amounts if have
options!
Cut/paste from Progessing to Dead when investors pass
types of cells used in this model
Dropdown menu. Uses data validation. Make changes but keep structure unless you know what you are doin
Change as you want, keep same format
Numbers in green are links to other sheets. Changing may have consequences. Don't do so unless you know
Numbers in black are formulas. Changing will likely have consequences. Don't do so unless you know why
d for free under GNU Free Documentation License - http://www.gnu.org/copyleft/fdl.html
© Copyright 2020, Alexander Jarv

Target investors
Need Want Number of investors
Raise amount ($) $500 $1,500 Angel / HNWI
Family office
Use the future fundraise model VC
Strategic
Focus Secondary
Cities SF NYC Check sizes
LA Boulder Angel / HNWI
Family office
VC
Strategic
Focus Secondary Investor priority

Sector SaaS Generalist Angel
Adtech Pre seed
Seed
Series-A
Lead/Followers Focus Series-B
Angel / HNWI Follower Growth
Family office Follower
VC Lead
Strategic Follower
Min Target
– –
– 3
1 2
– –
Min Target
$0 $0
$50 $100
$50 $500
$100 $350
Stage
Ignore
If needed
Focus
If possible
Ignore
Ignore
Master list of investors
VC details
Priority Type Firm Partner City
A VC Balderton Capital Meggan Sampley London
A VC Beacon Capital Jerilyn Eldreth London
A VC Beringea Mikaela Letourneau London
A VC BGF Ventures Andrea Mcmurtry London
B VC Bridges Ventures Doyle Pier London
B VC Business Growth Fund Camie Riveria London
B VC Cabot Square Capital Dori Tinder London
B VC Cambridge Capital Group Arnita Flickinger Cambridge
B VC Cambridge Innovation Capital Lashaun Fryar Cambridge
B Angel Charlotte Street Capital Ervin Screws London
C VC Concentric Partners Clemente Wilczynski London
C VC Connect Ventures Anabel Naughton London
C VC Coral Reef Janell Chock London
C VC Dawn Capital Lucien Penaflor London
C VC DN Capital Cordelia Tingler London
C VC Downing Ventures Mirta Parchman London
C VC EC1 Capital Jennette Mateo London
C VC Eden Ventures Bob Chavera London
D VC Eight Roads Ventures Roseline Frandsen London
D VC Entree Capital Delorse Fluker London
D VC Entrepreneurs Fund Melvin Roseman London
D VC Episode 1 Ventures Reita Banta London
D VC Felix Capital Margert Mirando London
D VC Firestartr Kory Halbert London
D VC Firstminute.Capital Azucena Fikes London
D VC Force Over Mass Capital Kristel Catlett London
D VC Forward Partners Kathern Cano London
D VC Frog Capital Horace Hildreth London
D Angel Fuel Ventures Madeline Leeman London
D Syndicate Gil Dibner's Syndicate Etta Bundy London
D VC GMT Communications Fermina Waggoner London
A VC Smedvig Capital Meggan Sampley London
A VC SparkLabs Global Ventures Jerilyn Eldreth London
A VC Summit Partners Mikaela Letourneau London
A VC Sussex Place Ventures Andrea Mcmurtry London
B VC The FSE Group Doyle Pier London
B VC Toscafund Asset Management Camie Riveria London
B VC Winton Ventures Dori Tinder London
B VC White Cloud Capital Arnita Flickinger Cambridge
B VC C4 Ventures Lashaun Fryar Cambridge
B Angel Global Founders Capital Ervin Screws London
C VC Nova Founders Capital Clemente Wilczynski London
C VC Benchmark Anabel Naughton London
C VC Tamares Capital Janell Chock London
C VC Howzat Partners Lucien Penaflor London
C VC Orange Growth Capital Cordelia Tingler London
C VC Phenomen Ventures Mirta Parchman London
C VC Scottish Equity Partners Jennette Mateo London
C VC Northzone Bob Chavera London
A VC Anthemis Group Roseline Frandsen London
B VC ACE & Company Delorse Fluker London
C VC lluminate Financial Melvin Roseman London
D VC Neon Adventures Reita Banta London
A VC Reed Elsevier Ventures Margert Mirando London
Checks
Email Check size ($k) Geography Portfolio conflict Stage focus
jim@bla.com $100 Europe Check on Bird Series A
jim@bla.com $250 UK None Seed
jim@bla.com $1,500 CHECK! CHECK! Seed
jim@bla.com $500 CHECK! None Series A
jim@bla.com $500 UK focus None Series A
jim@bla.com $3,500 CHECK! None Series A
jim@bla.com $500 UK & Western EuCHECK! Series A
jim@bla.com $5,000 UK companies onCHECK! Seed
jim@bla.com $500 Cambridge, UK orNone Series A
jim@bla.com $2,500 Typically only UKNone Seed
jim@bla.com $500 Pan European fo CHECK! Series A
jim@bla.com $500 Europe Ask partner before share Seed
jim@bla.com $900 Europe None Series A
jim@bla.com $654 UK only None Seed
jim@bla.com $985 UK & Ireland None Seed
jim@bla.com $500 Europe, Israel, None Series A
jim@bla.com $6,841 Global Focus None Series A
jim@bla.com $1,500 Europe None Series A
jim@bla.com $999 UK companies onNone Seed
jim@bla.com $500 Europe & US None Series A
jim@bla.com $2,000 London / UK None Series A
jim@bla.com $500 CHECK! None Seed
jim@bla.com $154 UK None Series A
jim@bla.com $500 Israel & Europe None Seed
jim@bla.com $500 UK, Global None Seed
jim@bla.com $100 Europe Check on Bird Series A
jim@bla.com $1,500 CHECK! CHECK! Seed
jim@bla.com $500 UK focus None Series A
jim@bla.com $3,500 CHECK! None Series A
jim@bla.com $500 UK & Western EuCHECK! Series A
jim@bla.com $5,000 UK companies onCHECK! Seed
jim@bla.com $500 Cambridge, UK orNone Series A
jim@bla.com $2,500 Typically only UKNone Seed
jim@bla.com $500 Pan European fo CHECK! Series A
jim@bla.com $500 Europe Ask partner before share Seed
jim@bla.com $654 UK only None Seed
jim@bla.com $985 UK & Ireland None Seed
jim@bla.com $500 Europe, Israel, None Series A
jim@bla.com $6,841 Global Focus None Series A
jim@bla.com $1,500 Europe None Series A
jim@bla.com $999 UK companies onNone Seed
jim@bla.com $500 Europe & US None Series A
Intro Warm intro
Sector Target Intro Outreach Name
SaaS Yes Requesting intro Get another intro Meggan Sampley
General Yes Want intro Done Jerilyn Eldreth
General Yes Want intro Not contacted Mikaela Letourneau
Adtech Yes Want intro Not contacted Andrea Mcmurtry
CHECK! Yes Want intro Not contacted Doyle Pier
CHECK! Yes Want intro Not contacted Camie Riveria
CHECK! Yes Cold email Not contacted Dori Tinder
CHECK! Yes Want intro Not contacted Arnita Flickinger
CHECK! Yes Want intro Not contacted Lashaun Fryar
CHECK! Yes Want intro Not contacted Ervin Screws
General Yes Want intro Not contacted
General Yes Know Not contacted Anabel Naughton
General Yes Want intro Not contacted Janell Chock
General Yes Want intro Not contacted Lucien Penaflor
General Yes Want intro Not contacted Cordelia Tingler
General No
Adtech No
Adtech No
Adtech No
Adtech No
Adtech Yes Want intro Not contacted Melvin Roseman
SaaS Yes Want intro Not contacted Reita Banta
SaaS Yes Know Not contacted Margert Mirando
SaaS Yes Know Not contacted Kory Halbert
SaaS Yes Know Not contacted Azucena Fikes
General Yes Want intro Not contacted Kristel Catlett
General Yes Done Not contacted Kathern Cano
General Yes Want intro Not contacted Horace Hildreth
General Yes Want intro Not contacted Madeline Leeman
General Yes Done Not contacted Fermina Waggoner
SaaS Yes Requesting intro Not contacted Meggan Sampley
General Yes Want intro Not contacted Jerilyn Eldreth
General Yes Want intro Not contacted Mikaela Letourneau
Adtech Yes Want intro Not contacted Andrea Mcmurtry
CHECK! Yes Want intro Not contacted Doyle Pier
CHECK! Yes Want intro Not contacted Camie Riveria
CHECK! Yes Cold email Not contacted Dori Tinder
CHECK! Yes Want intro Not contacted Arnita Flickinger
CHECK! Yes Want intro Not contacted Lashaun Fryar
CHECK! Yes Want intro Not contacted Ervin Screws
General Yes Know Not contacted Anabel Naughton
General Yes Want intro Not contacted Janell Chock
General Yes Want intro Not contacted Lucien Penaflor
General Yes Want intro Not contacted Cordelia Tingler
General No
Adtech No
Adtech No
Adtech No
Adtech No
Adtech Yes Want intro Not contacted Melvin Roseman
SaaS Yes Want intro Not contacted Reita Banta
SaaS Yes Know Not contacted Margert Mirando
Warm intro 1 Warm intro 2
Email Asked if placed Name Email
jim@bla.com No response Madonna Clardy jim@bla.com
jim@bla.com No Allen Coppinger jim@bla.com
jim@bla.com Placed Ramona Glotfelty jim@bla.com
jim@bla.com No Valarie Witten jim@bla.com
jim@bla.com No Woodrow Curiel jim@bla.com
jim@bla.com Not placed
jim@bla.com No Tim Hornbuckle jim@bla.com
jim@bla.com Send forwardable email Teresia Fragoso jim@bla.com
jim@bla.com Send forwardable email Julee Masker jim@bla.com
jim@bla.com No Deandra Mccuen jim@bla.com
No
jim@bla.com No Kym Shuttleworth jim@bla.com
jim@bla.com Waiting on response Dot Mothershed jim@bla.com
jim@bla.com Success Lyndon Spoor jim@bla.com
jim@bla.com No response Chia Ussery jim@bla.com
No
jim@bla.com No
jim@bla.com No Karolyn Caron jim@bla.com
jim@bla.com No Shakita Wison jim@bla.com
jim@bla.com No
jim@bla.com No Alysa Chason jim@bla.com
jim@bla.com No
jim@bla.com No Jin Cassel jim@bla.com
jim@bla.com No
jim@bla.com No
No
jim@bla.com No
jim@bla.com Not placed Madonna Clardy jim@bla.com
jim@bla.com No Allen Coppinger jim@bla.com
jim@bla.com Placed Ramona Glotfelty jim@bla.com
jim@bla.com No Valarie Witten jim@bla.com
jim@bla.com No Woodrow Curiel jim@bla.com
jim@bla.com Not placed
jim@bla.com No Tim Hornbuckle jim@bla.com
jim@bla.com Send forwardable email Teresia Fragoso jim@bla.com
jim@bla.com Send forwardable email Julee Masker jim@bla.com
jim@bla.com No Deandra Mccuen jim@bla.com
No
jim@bla.com No Kym Shuttleworth jim@bla.com
jim@bla.com Waiting on response Dot Mothershed jim@bla.com
jim@bla.com Success Lyndon Spoor jim@bla.com
jim@bla.com No response Chia Ussery jim@bla.com
No
jim@bla.com No
jim@bla.com No Karolyn Caron jim@bla.com
jim@bla.com No Shakita Wison jim@bla.com
m intro 2 Warm intro 3
Asked if placed Name Email Asked if placed
Send forwardable email Elvera Kesler jim@bla.com Asked
No No
No Blake Plain jim@bla.com No
No No
No No
No No
No No
No Jefferey Lanz jim@bla.com No
No Joella Coombs jim@bla.com No
No No
No No
No No
No Adrienne Dales jim@bla.com No
No Arielle Bellinger jim@bla.com No
No Williams Neagle jim@bla.com No
No No
No No
No No
No No
No No
No Rodrigo Sepulveda jim@bla.com No
No No
No No
No No
No No
No No
No No
Success Elvera Kesler jim@bla.com No
No No
No Blake Plain jim@bla.com No
No No
No No
No No
No No
No Jefferey Lanz jim@bla.com No
No Joella Coombs jim@bla.com No
No No
No No
No No
No Adrienne Dales jim@bla.com No
No Arielle Bellinger jim@bla.com No
No Williams Neagle jim@bla.com No
No No
No No
No No
No No
Investors in process
VC details
Priority Type Firm Partner City Email
A VC Balderton Capital Meggan Sampley London jim@bla.co
A VC Beringea Mikaela LetourneauLondon jim@bla.co
B VC Bridges Ventures Doyle Pier London jim@bla.co
B VC Cabot Square Capital Dori Tinder London jim@bla.co
C VC Connect Ventures Anabel Naughton London jim@bla.co
C VC Coral Reef Janell Chock London jim@bla.co
C VC Dawn Capital Lucien Penaflor London jim@bla.co
C VC EC1 Capital Jennette Mateo London jim@bla.co
C VC Eden Ventures Bob Chavera London jim@bla.co
D VC Eight Roads Ventures Roseline Frandsen London jim@bla.co
D VC Entree Capital Delorse Fluker London jim@bla.co
D VC Entrepreneurs Fund Melvin Roseman London jim@bla.co
D VC Episode 1 Ventures Reita Banta London jim@bla.co
D VC Felix Capital Margert Mirando London jim@bla.co
D VC Firestartr Kory Halbert London jim@bla.co
D VC Firstminute.Capital Azucena Fikes London jim@bla.co
B VC The FSE Group Doyle Pier London jim@bla.co
B VC Toscafund Asset Management Camie Riveria London jim@bla.co
B VC Winton Ventures Dori Tinder London jim@bla.co
B VC White Cloud Capital Arnita Flickinger Cambridge jim@bla.co
Process Potential tick
Stage Last interaction Next steps Min (Sk)
None 1-Mar-20 Send something $15
Meet/call 1 1-Mar-20 Send SEO analysis $150
Meet/call 2 1-Mar-20 Send something $500
Meet/call 3+ 1-Mar-20 Send something $90
Partner meeting 1-Mar-20 Send something $300
Request more info 1-Mar-20 Send something $500
Term sheet 1-Mar-20 Send something $500
Due diligence 1-Mar-20 Send something $15
Documents 1-Mar-20 Send something $150
Done 1-Mar-20 Send something $500
Soft (Non VC) 1-Mar-20 Send something $90
Hard (Non VC) 1-Mar-20 Send something $300
None 1-Mar-20 Send something $3,000
Meet/call 1 1-Mar-20 Send SEO analysis $150
Meet/call 2 1-Mar-20 Send something $500
Meet/call 3+ 1-Mar-20 Send something $90
Potential ticket Materials sent
Max ($k) Likelihood Teaser Deck Model Metrics deck
$50 Low Ignore Ignore Ignore Ignore
$200 Medium Ignore Ignore Ignore Ignore
$1,000 High Ignore Ignore Ignore Ignore
$1,200 Low Ignore Ignore Ignore Ignore
$200 High Ignore Ignore Ignore Ignore
$1,200 Medium Ignore Ignore Ignore Ignore
$500 High Ignore Ignore Ignore Ignore
Materials sent Updates
Bmodel deck NDA Conf info Dataroom Want updates Last update
Ignore Ignore Ignore Ignore Ask 1-Mar-20
Offers (Potential offers)
VC details
Offered
B VC ACE & Company Delorse Fluker London jim@bla.co
C VC lluminate Financial Melvin Roseman London jim@bla.co
D VC Neon Adventures Reita Banta London jim@bla.co
A VC Reed Elsevier Ventures Margert Mirando London jim@bla.co
Totals 4
Willing follow
C VC Scottish Equity Partners Jennette Mateo London jim@bla.co
C VC Northzone Bob Chavera London jim@bla.co
A VC Anthemis Group Roseline Frandsen London jim@bla.co
Totals 3
Maybe follow
C VC Tamares Capital Janell Chock London jim@bla.co
C VC Howzat Partners Lucien Penaflor London jim@bla.co
C VC Orange Growth Capital Cordelia Tingler London jim@bla.co
C VC Phenomen Ventures Mirta Parchman London jim@bla.co
Totals 4
Unsure (Likely come in if get top lead etc)

B VC C4 Ventures Lashaun Fryar Cambridge jim@bla.co
B Angel Global Founders Capital Ervin Screws London jim@bla.co
C VC Nova Founders Capital Clemente WilczynskLondon jim@bla.co
C VC Benchmark Anabel Naughton London jim@bla.co
Totals 4
Process Potential ti
Stage Last interaction Next steps Min (Sk)

$2,000

None 1-Mar-20 Send something $3,000
$4,000
Documents 1-Mar-20 Send something $150

Done 1-Mar-20 Send something $500
Soft (Non VC) 1-Mar-20 Send something $90
Hard (Non VC) 1-Mar-20 Send something $300
$1,040

Due diligence 1-Mar-20 Send something $15
$1,315
Potential ticket Materials sent
Max ($k) Likelihood Teaser Deck Model Metrics deck

$4,000

$7,000

$1,620

$2,550
Materials sent Updates
Bmodel deck NDA Conf info Dataroom Want updates Last update




Dead
VC details
D VC Force Over Mass Capital Kristel Catlett London jim@bla.co
A VC BGF Ventures Andrea Mcmurtry London jim@bla.co
B VC Cambridge Capital Group Arnita Flickinger Cambridge jim@bla.co
B VC Cambridge Innovation Capital Lashaun Fryar Cambridge jim@bla.co
C VC Concentric Partners Clemente WilczynskLondon jim@bla.co
C VC DN Capital Cordelia Tingler London jim@bla.co
Process Potential ticket
Stage Last interaction Next steps Min (Sk) Max ($k)
None 1-Mar-20 Send something $500 $1,000
Meet/call 2 1-Mar-20 Too small market $15 $50
Meet/call 1 1-Mar-20 Don't like sector $150 $200
Partner meeting 1-Mar-20 No reason $500 $1,000
Meet/call 2 1-Mar-20 Talk later $90 $1,200
Soft (Non VC) 1-Mar-20 No reason $300 $500
otential ticket Materials sent
Likelihood Teaser Deck Model Metrics deck Bmodel deck NDA
Low Ignore Ignore Ignore Ignore Ignore
Low Yes Yes No No No
Low Yes No No No No
Low Yes No No No No
Low Yes No No No No
Low Yes Yes No No No
Updates
Conf info Dataroom Want updates Last update
Ignore Ignore Ask 1-Mar-20
No No No 1-Mar-20
No No No 1-Mar-20
No No No 1-Mar-20
No No No 1-Mar-20
No No No 1-Mar-20
Allocation to investors
Number Min Max

Offered 4 $2,000 $4,000
Willing follow 3 $4,000 $7,000
Maybe follow 4 $1,040 $1,620
Unsure 4 $1,315 $2,550
Total 15 $8,355 $15,170
Stated range Allocation

Investor Min Max Scenario 1 Scenario 2 Scenario 3
1 ACE & Company $500 $1,000 $25 $30 $250
2 lluminate Financial $500 $1,000 $500 $500 $500
3 Neon Adventures $500 $1,000 $200 $250 $250
4 Reed Elsevier Ventures $500 $1,000 $90 $100 $120
5 Anthemis Group $500 $1,000 $50 $50 $50
6 Tamares Capital $150 $200 $80 $80
7 Nova Founders Capital $500 $1,000 $250 $250 $250
8
9
10
11
12
13
14
15
16
17
18
19
20
7 $3,150 $6,200 $1,195 $1,260 $1,420
Allocation
Scenario 4 Scenario 5
$250 $250
$1,000
$250
$50 $50
$500
$250 $250
$1,300 $1,550

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Deal Flow Management EXCEL FILLED

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Copyright:

Available Formats

Click to g

If you are need of help, reach out:

Detailed guides Read the blog;

types of cells used in this model

d for free under GNU Free Documentation License - http://www.gnu.org/copyleft/fdl.html

© Copyright 2020, Alexander Jarv

Focus Secondary Investor priority

Unsure (Likely come in if get top lead etc)

None 1-Mar-20 Send something $500

None 1-Mar-20 Send something $500

Documents 1-Mar-20 Send something $150

Partner meeting 1-Mar-20 Send something $300

$1,000 High Ignore Ignore Ignore Ignore

$1,000 Medium Ignore Ignore Ignore Ignore

$200 Low Ignore Ignore Ignore Ignore

$500 Low Ignore Ignore Ignore Ignore

Ignore Ignore Ignore Ignore Ask 1-Mar-20

Ignore Ignore Ignore Ignore Ask 1-Mar-20

Ignore Ignore Ignore Ignore Ask 1-Mar-20

Ignore Ignore Ignore Ignore Ask 1-Mar-20

Number Min Max

Stated range Allocation

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