Deal Flow

The Dealflow page provides a Kanban-style pipeline for tracking companies through your investment process.

Pipeline Stages

1. Initial Contact

• First touch with company
• Preliminary screening

2. Qualified

• Meets basic thesis criteria
• Initial interest confirmed

3. Meeting Scheduled

• Call or meeting booked
• Prep materials ready

4. Due Diligence

• Deep dive underway
• Data room access
• Reference calls

5. Offer Stage

• Term sheet prepared
• Negotiations active

6. Closed

• Deal won or lost
• Post-mortem complete

Features

Drag & Drop

• Move cards between stages
• Real-time updates (in-memory)
• Smooth animations

Card Design

• White rectangular cards with borders
• Company name (clickable → detail page)
• Key metrics: revenue, growth, score
• Status badge

Persistence

In Development

Currently, stage changes are in-memory only. D1 persistence coming soon.

Data Model

D1 Schema

CREATE TABLE dealflow (
  id TEXT PRIMARY KEY,
  company_id TEXT NOT NULL,
  stage TEXT NOT NULL,
  probability INTEGER,          -- 0-100
  estimated_value_eur REAL,
  next_action TEXT,
  next_action_date TEXT,
  owner_email TEXT,
  notes TEXT,
  created_at TEXT DEFAULT CURRENT_TIMESTAMP,
  updated_at TEXT DEFAULT CURRENT_TIMESTAMP,
  FOREIGN KEY (company_id) REFERENCES companies(id)
);

Stage Values

• initial
• qualified
• meeting
• diligence
• offer
• closed_won
• closed_lost

Activity Logging

Every stage change creates an activity log entry:

{
  "action": "dealflow_stage_changed",
  "entity_type": "company",
  "entity_id": "cmp_abc123",
  "metadata": {
    "from_stage": "qualified",
    "to_stage": "meeting",
    "probability": 30
  }
}

Future Enhancements

• [ ] D1 persistence
• [ ] Filter by owner, probability, value
• [ ] Timeline view (list mode)
• [ ] Bulk stage updates
• [ ] Email notifications on stage change
• [ ] Automated next action reminders

Implementation

Frontend

• apps/web/src/views/Dealflow.vue
• Vue Draggable for drag-and-drop
• Optimistic UI updates

Backend

• apps/api-worker/src/routes/dealflow.ts
• Currently in-memory Map
• D1 integration pending

Usage

1. Companies start in "Initial Contact" when added
2. Drag cards to move between stages
3. Click company name to view details
4. Use kebab menu for additional actions

Next Steps

• View Activity Log for stage changes
• See Company Detail page for full context