Synergy Deal Flow Management

Manage your deal pipeline with clarity and confidence

Email Address

Password

Synergy Deal Flow Management

Add Deal
Active Deals
Passed Deals
Export
Admin Panel

Add New Deal

Status

Deal Name

Company Name

Stage

Created On

Owner

Credit for Deal

Countries

Created By

Region

Source Category

Deal Type

Deal Industry

Total Round Size ($MM)

Ticket Size ($MM)

Currency Exposure

Target Asset - Industry

Team Member 1

Team Member 2

Team Member 3

Team Member 4

Team Member 5

Target Asset - Description

Next Steps

Deal Note

PDF Link (OneDrive)

Owner

Status

Stage

Region

Date

Pass Deal

Deal Name

Company Name

Reason for Passing

Pass Date

Edit Deal

Status

Deal Name

Reason for Passing

Pass Date

Company Name

Stage

Created On

Owner

Credit for Deal

Countries

Created By

Region

Source Category

Deal Type

Deal Industry

Total Round Size ($MM)

Ticket Size ($MM)

Currency Exposure

Target Asset - Industry

Team Member 1

Team Member 2

Team Member 3

Team Member 4

Team Member 5

Target Asset - Description

Next Steps

Deal Note

PDF Link (OneDrive)

Action	# (Deal ID) Sort Ascending Sort Descending	Deal Name Sort A to Z Sort Z to A Clear Filter	Status Sort A to Z Sort Z to A Active On Hold Invested Clear Filter	Company Name Sort A to Z Sort Z to A Clear Filter	Stage Sort A to Z Sort Z to A Initial Review NDA Signed Site Visit / DD First IC Clear Filter	Target Asset - Description Sort A to Z Sort Z to A Clear Filter	Next Steps Sort A to Z Sort Z to A Clear Filter	Deal Note Sort A to Z Sort Z to A Clear Filter	Total Round Size ($MM) Sort A to Z Sort Z to A Clear Filter	Ticket Size ($MM) Sort A to Z Sort Z to A Clear Filter	Currency Exposure Sort A to Z Sort Z to A Clear Filter	Deal Industry Sort A to Z Sort Z to A Clear Filter	Deal Type Sort A to Z Sort Z to A Clear Filter	Owner Sort A to Z Sort Z to A Clear Filter	Countries Sort A to Z Sort Z to A Clear Filter	Created By Sort A to Z Sort Z to A Clear Filter	Created On Sort Oldest First Sort Newest First Clear Filter	Credit for Deal Sort A to Z Sort Z to A Clear Filter	Region Sort A to Z Sort Z to A Clear Filter	Source Category Sort A to Z Sort Z to A Inbound Outbound Referred Clear Filter	Target Asset - Industry Sort A to Z Sort Z to A Clear Filter	Team Member 1 Sort A to Z Sort Z to A Clear Filter	Team Member 2 Sort A to Z Sort Z to A Clear Filter	Team Member 3 Sort A to Z Sort Z to A Clear Filter	Team Member 4 Sort A to Z Sort Z to A Clear Filter	Team Member 5 Sort A to Z Sort Z to A Clear Filter

Initial Review

NDA Signed

Site Visit / DD

First IC

Action	# (Deal ID) Sort Ascending Sort Descending	Deal Name Sort A to Z Sort Z to A Clear Filter	Status Sort A to Z Sort Z to A Clear Filter	Company Name Sort A to Z Sort Z to A Clear Filter	Stage Sort A to Z Sort Z to A Initial Review NDA Signed Site Visit / DD First IC Clear Filter	Target Asset - Description Sort A to Z Sort Z to A Clear Filter	Next Steps Sort A to Z Sort Z to A Clear Filter	Deal Note Sort A to Z Sort Z to A Clear Filter	Total Round Size ($MM) Sort Low to High Sort High to Low Clear Filter	Ticket Size ($MM) Sort Low to High Sort High to Low Clear Filter	Currency Exposure Sort A to Z Sort Z to A Clear Filter	Deal Industry Sort A to Z Sort Z to A Clear Filter	Deal Type Sort A to Z Sort Z to A Clear Filter	Owner Sort A to Z Sort Z to A Clear Filter	Countries Sort A to Z Sort Z to A Clear Filter	Created By Sort A to Z Sort Z to A Clear Filter	Created On Sort Oldest Sort Newest Clear Filter	Credit for Deal Sort A to Z Sort Z to A Clear Filter	Region Sort A to Z Sort Z to A Clear Filter	Source Category Sort A to Z Sort Z to A Clear Filter	Target Asset - Industry Sort A to Z Sort Z to A Clear Filter	Team Member 1 Sort A to Z Sort Z to A Clear Filter	Team Member 2 Sort A to Z Sort Z to A Clear Filter	Team Member 3 Sort A to Z Sort Z to A Clear Filter	Team Member 4 Sort A to Z Sort Z to A Clear Filter	Team Member 5 Sort A to Z Sort Z to A Clear Filter	Reason for Passing Deal Sort A to Z Sort Z to A Clear Filter	Date of Passing the Deal Sort Oldest Sort Newest Clear Filter

Export Deals

Export

Download the complete deal pipeline as an Excel spreadsheet

Admin Panel

User Management

Name

Email

Role

Adds the user to the approval list. Only admins can grant admin role.

Email	Name	Role	Status	Actions
No approvals loaded yet.

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