Fundstack adopts a Kanban philosophy to deal management. Companies are moved left to right as they progress through the deal process. 

The deal flow board show all your deal flow status (statuses that represent active and ongoing deals).

Changing a Company's Status

Using the deal flow board you can drag a company to a different stage. When you start dragging a company all deal statuses will be made visible at the bottom of the screen. You can either drop the company on one of the columns in the Kanban board or on a status at the bottom of the screen. 

Filtering Companies

The deal flow board can be filtered by Owner , Country , Category  and List.

Deal Stages

By default only active deals will be shown on the kanban board, this is easy to change and you can see any combination of active, inactive and won deals. 

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