Context
At the heart of every investment fund lies the deal flow: the process of discovering, evaluating, negotiating, and closing investments. For the funds we served, this process represented hundreds of simultaneous deals, each with its own stages, documents, stakeholders, and deadlines.
Before Edda, most funds managed this in chaotic combinations of spreadsheets, emails, and shared folders.
Our mission was to create a platform that captures all the complexity of deal management while remaining intuitive and fast to use.
Problem & objectives
Investment teams wasted precious time searching for information: Where is the latest version of the term sheet? Who is responsible for due diligence? What's the status of this deal? Investment committee meetings were often delayed because documents weren't up to date or couldn't be found.
More seriously, the lack of visibility on the overall pipeline prevented Managing Partners from making informed strategic decisions about resource allocation and investment pace.
Our objectives:
Create a unified view of all deals, from first conversation to contract signing
Make information instantly accessible, eliminating frustrating searches through emails and folders
Enable smooth collaboration between all deal stakeholders, internal and external
Provide real-time insights on pipeline health and velocity
Solution description
Visual & Customizable Pipeline
I designed a Kanban-inspired pipeline interface adapted to investment specifics. Each deal card visually displays critical information: company, amount, stage, owner, and status. Users can drag-and-drop deals between stages, creating a natural and satisfying workflow.
Understanding that each fund has its own process, I made pipeline stages fully customizable. An early-stage fund might have 'Sourcing → Due Diligence → Committee → Closed', while a more mature fund would have 'Outreach → First Meeting → Second Meeting → Term Sheet → Legal DD → Financial DD → Committee → Closed'.
Centralized Deal Room
For each deal, I created a 'deal room' that serves as a centralized hub for all information: interaction history, documents, internal memos, team comments, timeline of key events. No more digging through dozens of emails to find who said what and when.
The key innovation was information architecture: rather than mixing everything chronologically, I segmented information by type (Company Info, Financials, Team, Documents, Notes) with a tab system that allows instant finding of what you're looking for.
Collaboration & Workflow
I integrated collaboration mechanisms directly into the deal flow: assignment of owners, mentions in comments, notifications on critical changes. When someone moves a deal to 'Committee', all relevant stakeholders are automatically notified.
For the most advanced deals, I created intelligent checklists that guide the team through all necessary steps before closing: term sheet signed, due diligence completed, legal documents reviewed, board approval obtained. Impossible to forget a critical step.
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