> ## Documentation Index
> Fetch the complete documentation index at: https://docs.venture.caplia.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Deal flow

> Pipelines, stages, lists, and saved views

## Pipelines & stages

A **pipeline** is a set of stages a deal moves through (e.g. New → Screening → Meeting → Diligence → Decision, plus terminal Won/Passed stages). Teams can run several pipelines, say a deal pipeline and a programme/cohort pipeline, with stages renamed, reordered, and activated per pipeline. New deals enter at the pipeline's first active stage.

Marking a deal **Won** or **Passed** prompts for structured reasons (multi-select) and terms, which are saved as deal notes for later review.

## Lists & views

Deal lists are where day-to-day screening happens:

* **Layouts**: table, kanban (by stage), grouped, or cards.
* **Filters**: stage, owner, source, sector, time window, office, thesis, and any custom property. A "None" option catches deals where a property isn't set.
* **Columns**: add from a large registry (score, CRI, round data, metrics, dates, **Directory** membership…). The column picker scrolls: everything under the *Company*, *Round*, *Metrics* and *Outcome* headings is available too.
* **User Saved Views**: save any filter/column/layout combination as a named list, personal or shared with the team. Built-in lists (Deal Flow, Screening, Portfolio…) are read-only; "Save as new list" to customise.

<Tip>
  Selecting rows opens the bulk action bar: assign an owner or office, re-score against theses, set a property, add to a directory, or remove from the pipeline in one gesture. See [Properties & bulk actions](/venture-portal/properties-bulk-actions).
</Tip>