Fundstack makes it effortless to track where your deals are coming from.
To add origination data, go to a company's page and click the origination button.
This will show you the 'Add Deal Origination' box.
The 'Originated By' field is used to track which member of your team sourced the deal.
The 'Origination Type' field refers to where the deal was found. This field is totally customisable and when we set up your Fundstack account we will ask you what Origination Types you would like us to add here (contact support if you would like to add/change these). Some clients like to have the option to add specific people, some clients like to keep it high level and just have groups.
In this example, we have three options. I have chosen referral and am able to tag an external peer, then add the date they put us in contact with the company.
Originations are shown on the companies timeline but can also be reported on when needed. Adding originations data can give you great insights into who are your most valuable referrers.