Introducing Deal Flow Lists: One-Click Access to Your Most Important Deals

"I don't want to see all these 100 different columns every time I want to see my deals."

Sound familiar? This feedback from one of our customers perfectly captures a frustration we've heard time and again from investors managing complex deal pipelines.

The Daily Filter Dance (And Why It Had to Stop)

Here's a scenario we know you'll recognize: It's Monday morning, and you need to review your high-priority deals for the week. You open your deal flow, add a filter for deals assigned to you, then another for "Lead" stage, then one more for deals added in the last six months. Five minutes later, you have your list.

Tuesday comes around, and your partner asks: "Can you send me all the FMCG deals you're tracking?" Back to the filters you go. Add sector filter, copy the URL, send it over.

Wednesday's team meeting needs a focus on due diligence-ready deals. More filters. More time. More frustration.

The only "solution" was bookmarking URLs - hardly ideal when you're managing multiple complex views across different contexts.

Introducing Deal Flow Lists: Your Personal Deal Flow Command Center

Deal Flow Lists transforms those repetitive filter combinations into powerful, one-click shortcuts that you can customize, save, and share across your team.

What Makes Lists a Game-Changer?

⚡ One-Click Access to Complex Views Transform your "Monday Pipeline Review" (3 filters, 2 minutes) into a single click. Create shortcuts for any combination of filters and access them instantly from your home screen.

🎯 Custom Column Configurations for Every Context Each list can have its own column setup. Your "B2B SaaS Deals" list might show GMV, EBITDA, and Customer Count, while your "D2C Brands" list focuses on Marketing Spend and CAC. No more scrolling through irrelevant columns.

🤝 Instant Team Collaboration Share any list with colleagues in seconds. That "send me the FMCG deals" request? Now it's a shared list that updates in real-time, eliminating back-and-forth emails and ensuring everyone sees the same data.

📋 Manual Curation Meets Smart Filtering Create lists in two ways:

• Smart Lists: Apply filters and save the combination
• Curated Lists: Manually select specific deals for focused tracking (perfect for competitive intelligence or special projects)

Real-World Use Cases Across Investment Workflows

Deal Sourcing & Pipeline Management:

• "Warm Introductions This Month" - Track deals from your network with referrer details and follow-up dates
• "Conference Pipeline Q4" - Deals sourced from Demo Day events with pitch ratings and founder contact status
• "Cold Outreach Prospects" - Manually curated companies you're researching with founder backgrounds and outreach attempts

Investment Decision Workflows:

• "IC-Ready This Week" - Complete due diligence packages with financial metrics and recommendation status
• "Partner Review Queue" - Deals awaiting senior evaluation with investment thesis and risk assessment columns
• "Term Sheets Out" - Active negotiations with offer details, response deadlines, and competitive dynamics

Sector & Thesis-Based Tracking:

• "AI/ML Infrastructure Bets" - Technical deals with team expertise, product readiness, and competitive positioning
• "B2B SaaS Scale-ups" - Revenue-focused view with ARR growth, churn rates, and market expansion metrics
• "Climate Tech Deep Dive" - Impact investments with regulatory timelines and technology readiness levels

Operational Workflows:

• "Legal Review Required" - Complex deals with IP issues, showing lawyer assignments and clearance status
• "International Opportunities" - Cross-border investments with regulatory requirements and market entry strategies
• "Bridge Round Watch" - Companies seeking interim funding with timeline urgency and existing investor participation

Time-Sensitive Management:

• "This Week's Pitch Meetings" - Upcoming presentations with founder prep status and evaluation criteria
• "30-Day Follow-ups Due" - Deals requiring specific timing commitments and next action planning
• "Q4 Closing Pipeline" - Active investments with legal milestones and target funding dates

And this is just the beginning. Deal Flow Lists can be configured for any workflow, any investment focus, any team structure. Whether you're tracking acqui-hire opportunities, managing syndicate deals, organizing diversity-focused investments, or creating custom views for LP reporting – the possibilities are endless.

Ready to Get Started with Deal Flow Lists?

Don't see Lists in your workspace yet? This feature is currently rolling out with controlled access. Contact our support team to enable Deal Flow Lists for your workspace - we'll have you up and running within 24 hours.

Already have access? Start creating your first list in two ways:

• Smart Lists: Apply your filters in deal flow, then click "Save as List"
• Curated Lists: Use the new checkboxes next to deals to manually select specific companies, then click "Create List"

New to Taghash? See how Deal Flow Lists can revolutionize your investment workflow - schedule a personalized demo to experience the feature firsthand.

Deal Flow Lists represents our commitment to eliminating friction in your daily workflows. Because your time should be spent evaluating opportunities, not recreating the same filter combinations every week.

Ready to experience frictionless deal flow management?