Managing Deals
Overview
The Deals page is your investment research pipeline. Track companies you're researching, organize them by status, and link related SEC filings.
Creating a Deal
- Navigate to Deals in the sidebar
- Click New Deal
- Enter the company name and any initial details
- Set the deal status
- Click Create
Deal Statuses
| Status | Description |
|---|---|
| Researching | Initial research phase |
| Active | Actively pursuing the opportunity |
| Monitoring | Watching for developments |
| Closed | Deal is complete or abandoned |
Editing a Deal
Click on any deal to view its details. You can update the company name, description, status, and other fields. Changes are saved automatically.
Linking Filings
Deals can be linked to related SEC filings, allowing you to track all relevant filings for a particular investment thesis in one place.
Emailing a Deal
Click the Email button in the deal detail toolbar to send a formatted deal summary to any email address. The modal remembers previously used recipients for quick reuse.
You can also email deals programmatically via the REST API.
Activities
Each deal has an activities log for tracking your research progress. See Deal Activities for details on adding notes and tasks.
Programmatic Access
Deals can also be managed via the REST API for integration with external tools and scripts.