DealFlow OS
How an investment firm transformed their deal pipeline from spreadsheet chaos to systematic execution with full IC transparency.
50%
faster diligence
Zero
lost deals
100%
IC transparency
The Challenge
What They Were Facing
A growing investment firm was losing deals to process inefficiency and lacked visibility across their pipeline.
Deal Tracking Chaos
Opportunities tracked in spreadsheets, email threads, and notes. No single source of truth for the pipeline.
Diligence Bottlenecks
Manual checklists, scattered documents, and unclear ownership slowing deal progression.
IC Process Friction
Investment Committee meetings inefficient with last-minute memo prep and unclear voting records.
Portfolio Blindspots
Limited visibility into active investments, distributions, and LP reporting obligations.
The Solution
Custom Workflow Built on Truvo Cloud
A unified system that connected deal sourcing through portfolio monitoring.
Deal Sourcing Pipeline
Centralized pipeline with automated intake from brokers, off-market sources, and proprietary channels.
Diligence Workflows
Stage-gated diligence with task assignments, document requests, and automated follow-ups.
IC Coordination
Structured memo templates, meeting scheduling, voting records, and decision documentation.
Portfolio Monitoring
Active investment tracking, distribution calculations, and automated LP reporting.
The Impact
Results After 90 Days
50%
faster due diligence cycles
100%
deal pipeline visibility
Zero
deals lost to process gaps
4x
faster IC memo preparation
Need a Custom Solution?
Truvo Cloud can be extended to solve your specific operational challenges.