> ## 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 pipeline > Track every investor conversation from first contact to closed deal, and feed the Raised figure on your cap table The **Deal Pipeline** is your fundraising CRM: add the investors you're talking to, move them through stages as conversations progress, and log every call, email and meeting along the way. Open **Deal Pipeline** in the left sidebar, or go straight to `/dashboard/pipeline`. What you record here shows up elsewhere: ticket sizes on investors at **Hot**, **Term Sheet** or **Closed Won** become the **Raised** figure on an active round in your [cap table](/founder-portal/cap-table), and overdue follow-ups appear on your dashboard with a link back to the investor. ## Adding investors Click **Add Investor** (the button is labelled **Add** on a narrow screen). Type a name or firm to search Caplia's directory of 700+ investors, then click **Add** on the right person. Directory entries always start at **Cold** and arrive with their focus areas, stage preference, check size, geography and application details already filled into the notes. If they aren't in the directory, click **+ Add Investor Manually**. **Name** is the only required field; **Firm**, **Email**, **LinkedIn URL** and **Notes** are optional. For manual entries, pick an **Initial Stage** of **Cold**, **Warm** or **Hot**, then click **Add to Pipeline**. Caplia checks for duplicates before saving. A directory investor you already track shows **Already in Pipeline**. A manual entry whose name matches someone already in your pipeline (ignoring capitalisation) stops with a notice showing their current stage, and offers **Update with New Info**, which appends what you typed in **Notes** to the existing record's notes rather than creating a second entry. Only the notes carry across: the investor's existing details, including their **Email**, stay as they are. If your plan includes the investor database, **Find Investors** opens the **Investor Directory** at `/dashboard/investor-directory`, where you can filter the full list and click **Add to Pipeline** on any result. On plans without it, the same button reads **Upgrade to Discover** and takes you to [billing](/founder-portal/billing). That button is desktop only. Searching the directory from inside the **Add Investor** dialog works on any device and on any plan. Shareholders on your [cap table](/founder-portal/cap-table) and investors in your pipeline are separate records. Adding a shareholder never creates a pipeline entry, and adding a pipeline investor never creates a shareholder. Add the person in both places if you need them in both. ## Stages Four active stages sit side by side on the board, with won and lost deals tucked into a collapsible **Closed Deals** section underneath. | Stage | Use it when | | - | - | | **Cold** | You haven't made contact yet | | **Warm** | The conversation has started | | **Hot** | There's genuine interest and momentum | | **Term Sheet** | Terms are on the table (the board column is labelled **Terms**) | | **Closed Won** | The investment is committed | | **Closed Lost** | The deal didn't happen | Change stage by dragging a card between columns in **Kanban**, by using **Move to Stage** in the three-dot menu on a **List** row, or from **Move to Stage** on an investor's **Actions** tab. The list menu covers the four active stages only: to mark a deal won or lost, use the **Actions** tab, or expand **Closed Deals** on the board and drag the card into it. Choosing **Closed Lost** on the **Actions** tab opens **Mark as Closed Lost**, which asks for a **Reason** from a grouped list (wrong thesis, too early, check size mismatch, valuation too high and so on) plus optional notes. The reason is saved to that investor's timeline for your own learning. Dragging a card into **Lost** under **Closed Deals** moves it without asking for a reason, so use the **Actions** tab whenever you want the reason recorded. ## Ticket size Moving an investor to **Hot** or **Term Sheet** from the **Actions** tab prompts for their **Investment Ticket Size**: an amount and a currency. You can **Skip** it and add it later. To add or change it afterwards, open an investor at **Hot** or **Term Sheet** and use **Add Ticket Size** or **Edit Ticket Size** on the **Actions** tab. Those two buttons appear only at those two stages, so record the ticket size before you move a deal on to **Closed Won**. Investors at **Hot** or **Term Sheet** without one also show an orange **Add ticket size** prompt, in the **Ticket Size** column in **List** view and on the card itself in **Kanban**; either one opens the investor on the **Actions** tab. A card at **Closed Won** or **Closed Lost** with no ticket size shows the same orange prompt, but the **Actions** tab offers no ticket size button at those stages. To fill one in, use **Move to Stage** to put the investor back at **Hot** or **Term Sheet**, enter the amount when prompted, then move them forward again. The ticket size stays with them. Ticket sizes drive three numbers: * **Pipeline Value**: combined ticket sizes at **Hot** and **Term Sheet**. * **Terms Value**: combined ticket sizes at **Term Sheet** only. * The **Raised** figure of an active round on your [cap table](/founder-portal/cap-table), which sums **Hot**, **Term Sheet** and **Closed Won**. The cap table adds those ticket sizes together as plain numbers and displays the total in the round's currency, without converting between currencies. Keep one currency across the investors feeding an active round, or treat the Raised figure as an estimate. The other stat cards are **Total Investors**, **Conversations** (**Warm**, **Hot** and **Term Sheet** combined) and **Active Deals** (**Hot** and **Term Sheet**). Where ticket sizes use more than one currency, the value cards list each currency separately. ## Views Tabs above the board switch between five views, and the app remembers your choice in that browser. | View | What it's for | | - | - | | **Kanban** | Drag-and-drop board by stage. Desktop only | | **List** | Sortable table with search and an **All Stages** filter, showing **Status**, **Ticket Size**, **Last Contact** and **Days in Stage** | | **Calendar** | Reminders and logged activity on a **Month**, **Week**, **Day** or **Agenda** calendar | | **Reminders** | Every reminder grouped into **Overdue**, **Today**, **Upcoming**, **All** and **Completed** | | **Activity** | One reverse-chronological feed of stage changes, logged interactions and reminders across the whole pipeline | On a phone, **Kanban** is replaced by **List**, and a row of pills lets you filter the list by stage. ## Logging interactions Click **Log** on any card or row, or open an investor and click **Log New Activity** on the **Activity** tab. Choose an **Activity Type**: Email Sent, Email Received, Application Submitted, LinkedIn Connection, LinkedIn Message, Phone Call, Meeting, Pitch Deck Sent, Follow-up or Other. Set the date. Phone calls and meetings also take a start time, end time and duration. Add a **Subject** and **Notes** for context, then click **Log Activity**. Turn on **Set follow-up reminder** in the same dialog and pick **Remind me in** 1 day, 2 days, 3 days, 5 days, 1 week or 2 weeks. If you started from **Log** on a card or row, saving the activity opens the reminder form straight away. If you started from **Log New Activity** inside an investor, the activity is saved on its own and no reminder form appears, so create the reminder from the **Reminders** tab instead. Logged activity powers the follow-up badges: **Recently contacted** under 3 days, **Follow up soon** at 3 to 7 days, **Follow up overdue** beyond 7 days, and **No activity** if you have logged nothing. Longer context belongs in **Company Notes** on the **Overview** tab, which autosaves about a second after you stop typing. ## Reminders Create a reminder with **Follow up** on a card or row, with **Create Reminder** on an investor's **Reminders** tab, or by clicking a future day in the calendar. * Pick a **Reminder Type**, a **Due Date** (or the Tomorrow, In 3 days and In 1 week shortcuts) and, for calls and meetings, a time and duration. * Set **Recurrence (Optional)** to repeat every 3 days, weekly, bi-weekly or monthly. * Add **Notes (Optional)**, then click **Set Reminder**. In the **Reminders** view, click a reminder's date badge to reschedule it, or click the row to open it and **Complete**, delete or snooze it by **+1 Day**, **+3 Days** or **+1 Week**. Tick several and use the bulk **Complete** or **Delete** buttons. The tab badge counts overdue items, and a second badge counts what's due today. ## Subscribing to the calendar Click **Subscribe to Calendar** (desktop) to get a **Calendar Feed URL** for Google Calendar, Outlook or Apple Calendar; the dialog has instructions for each. Treat the URL as a secret: anyone holding it can read your pipeline events. **Regenerate URL** issues a new link and immediately stops the old one working, so you then need to resubscribe. ## Removing an investor Open the investor, go to **Actions**, click **Remove from Pipeline** and confirm with **Remove**. **Delete** in the three-dot menu in **List** view does the same thing but without a confirmation step: the investor goes as soon as you click it. Either way, removal takes their notes, activity history and reminders with them. A toast offers **Undo** for about seven seconds; after that the record is gone. ## Troubleshooting Those cards only count investors that have a ticket size saved. Switch to **List**, look for the orange **Add ticket size** prompt in the **Ticket Size** column, and fill it in for each **Hot** and **Term Sheet** investor. Three things all have to be true: the round's status is **Active**, the investors are at **Hot**, **Term Sheet** or **Closed Won**, and each of them has a ticket size. Investors at **Cold** or **Warm** are never counted, and neither are shareholder rows on the cap table. If someone is already at **Closed Won** without a ticket size, move them back to **Hot** or **Term Sheet** with **Move to Stage**, enter the amount when prompted, then move them to **Closed Won** again. For a round you've already finished, set it to **Closed** and type the final total into the round instead. See [cap table](/founder-portal/cap-table). That's expected. There is no name matching between the two, in either direction. Add them with **Add Investor** here, and add them as a shareholder on the [cap table](/founder-portal/cap-table) page, separately. They exist under a slightly different name, or at a stage you aren't looking at. Switch to **List**, set the filter to **All Stages** and search their name or firm. Closed deals are hidden on the board until you expand **Closed Deals**. The badge is calculated from logged interactions, not from stage changes or notes. Click **Log** and record the contact you've already had. The **Kanban** board is desktop only. On mobile you get **List** instead; change stage from the three-dot menu on the row. Click **Undo** on the toast that appears at the bottom of the screen. It restores the investor along with their activity and reminders, but only for about seven seconds. After that, re-add them manually. Subscribed calendars refresh on their host's schedule, and Google Calendar can take several hours. Check the feed URL was pasted in full, and note that clicking **Regenerate URL** invalidates any subscription created with the previous link. The pipeline is a paid feature. The card names the plan you need and **View Pricing Plans** takes you to [billing](/founder-portal/billing) to upgrade. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.