Features/Deal Pipeline/Kanban Board

Replaces Streak ($49/mo) + Airtable

A Deal Pipeline That Thinks Like a VC

You're managing a $15M fund with a tool built for selling software licenses. Streak doesn't know what IC review means. Airtable can't calculate your pass rate. Your deal pipeline deserves stages that match how venture actually works — from first meeting to term sheet to close.

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Sales CRMs weren't built for deal flow

Every emerging GP starts the same way: a Streak board with columns renamed to "Screening" and "DD." It works for the first twenty deals. Then you're reviewing 200 companies a year, your associate is using different stage definitions, and nobody can tell you your conversion rate from first meeting to term sheet.

Airtable is more flexible, but flexibility is the problem. You spend hours building views, formulas, and automations instead of sourcing deals. And neither tool connects to your cap table, portfolio tracker, or LP reports. When you close a deal, you re-enter the same data in three places.

Archstone's kanban board is different because it was built by fund managers, for fund managers. The default stages mirror how VCs actually work. Deal cards surface the metrics that matter for investment decisions. And when a deal closes, the data flows into your portfolio and cap table automatically.

A kanban board designed for venture workflows

Drag-and-drop pipeline

Move deals through stages with a single drag. Each column shows deal count and aggregate check size so you can see pipeline volume and capital allocation at a glance during your Monday review.

VC-native stages

Ship with Sourced, Screening, DD, IC, Term Sheet, Closed, and Passed as defaults. Rename, reorder, or add stages like Co-Invest or Second Meeting to match your fund's specific investment process.

Rich deal cards

Each card displays company name, sector, check size, score, source, and days-in-stage without clicking in. Spot stale deals instantly — if something's been in Screening for 30 days, it's time to move or pass.

Filter and slice

Filter your board by sector, investment stage, deal source, score range, or assigned partner. Preparing for an IC meeting on fintech deals? One click narrows the board to exactly what you need to discuss.

Pipeline velocity metrics

Track average time in each stage, conversion rates between stages, and overall pipeline throughput. Know that your median deal takes 45 days from Screening to IC — and flag outliers that are moving too slowly.

Team collaboration

Assign deal leads, tag partners for review, and leave notes directly on deal cards. Every stage change is logged with a timestamp and user so you have a full audit trail of who moved what and when.

How GPs use the Kanban Board

Weekly Pipeline Review

Run your Monday deal review in 15 minutes

Open the board, scan each column left to right. Identify deals that need action this week — follow-up calls in Screening, reference checks in DD, term sheet drafts in IC. Assign next steps to partners directly from the card.

Partner Meeting Prep

Brief your IC on the deals that matter

Filter the board to IC-stage deals. Each card shows the score, key metrics, and partner notes. Walk through three to five deals in thirty minutes with everyone seeing the same data — no more conflicting spreadsheet versions.

Deal Sourcing Tracking

Know where your best deals come from

Every deal is tagged with its source at creation. After two quarters, filter by source to see that angel referrals convert at 3x the rate of cold inbound. Double down on the channels that work and cut the ones that don't.

Frequently asked questions

Can I customize the pipeline stages on the kanban board?

Yes. While Archstone ships with VC-standard stages (Sourced, Screening, DD, IC, Term Sheet, Closed, Passed), you can rename, reorder, add, or remove stages to match your fund’s exact workflow. Some funds add a Co-Invest stage or split DD into Technical DD and Commercial DD.

How does Archstone’s kanban board differ from Streak or Airtable?

Streak and Airtable are horizontal tools that require heavy configuration to work for VC. Archstone’s kanban is purpose-built: deal cards show check size, sector, score, and source out of the box. Pipeline velocity metrics, conversion funnels, and IC prep views are native — not bolt-on formulas.

Can multiple partners collaborate on the same pipeline?

Absolutely. Every team member sees the same real-time board. You can assign deal leads, leave notes visible to the team, and filter the board by partner to see individual workloads. Activity logs track who moved what and when.

Does the kanban board integrate with other Archstone modules?

When you move a deal to Closed, Archstone automatically creates a Portfolio Company record and Cap Table entry. Documents attached during DD carry over. Archie AI can add deals to the board from natural language commands like ‘Add Acme Corp, seed stage, $500K check.’

More Deal Pipeline capabilities

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