🤝 Free · no login · data stays in your browser

Free Deal Flow CRM for Investors: Sourced → Screening → DD → IC → Invested

One place for every deal, wherever it came from. Log startups from email, WhatsApp, forms, events and referrals with sector, stage, ask and deck link, then move them across a kanban board from sourced to screening, diligence, IC and invested.

QUICK ANSWERA deal flow CRM tracks every startup you see through stages (sourced, screening, first call, due diligence, IC, invested or passed) with source, sector, stage, ask, deck link and next step. Logging the source of each deal shows which channels produce your best investments.

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What the Investor Deal Flow CRM & Pipeline Kanban does

✅ Kanban board and list view
✅ Deals from any source in one place
✅ Sector, stage, ask and deck link
✅ Overdue next steps flagged
✅ Source summary and CSV export

How to use the Investor Deal Flow CRM & Pipeline Kanban

STEP 1
Add startups
Add one at a time, paste a list from Excel or Google Sheets, or load the sample data first.
STEP 2
Move through stages
Stages: Sourced → Screening → First call → Due diligence → IC → Invested → Passed. Use the board view to drag the picture into focus.
STEP 3
Follow up
Overdue and due-this-week items are flagged. Tap WhatsApp to send a follow-up with the message filled in.
STEP 4
Export
Export CSV for your team or print the list.

Pipeline discipline for angels and small funds

Most missed opportunities are not bad decisions but forgotten follow-ups. A single pipeline, reviewed weekly, makes sure every founder gets a timely answer, which also builds your reputation.

Paste deals from spreadsheets, use the auto-tagger to classify a batch and the duplicate detector to merge the same startup arriving through several channels.

Frequently asked questions

What is deal flow?

The stream of investment opportunities an investor sees, and the process of tracking and evaluating them.

Can this pull deals from my email or WhatsApp automatically?

No. Paste or add deals manually (or paste from Excel). Automatic inbox ingestion needs integrations with your email and WhatsApp accounts.

Is my pipeline private?

Yes. It stays in your browser. Export CSV to share with partners.

Is this tool free? Do I need to sign up?

Yes. It is completely free, needs no login and has no usage limit. FastFee builds payment collection software; these startup and investor tools are free resources for founders, angels and fund managers.

Is my data private?

Yes. Everything you type stays in your own browser on this device (local storage). Nothing is uploaded to FastFee. Export or print a copy if you need to keep it.

Use it together with

Startup Auto-Tagger →Paste startup descriptions and get sector, business model, customer type, stage signal and city.Deal Duplicate Detector →Find the same startup arriving via email, forms, WhatsApp and events, and merge into one list.Startup Deal Screener & Ranking Tool →Weighted scorecard for team, market, traction, economics and terms, with a ranked pipeline.

Extend your runway by getting paid faster

Automatic WhatsApp and SMS payment reminders before and after due dates
UPI, payment links and AutoPay with live paid status and auto receipts
Built for subscription, fee and installment businesses across India

Try FastFee free →Mobile OTP signup. No card required.

More free deal flow & fundraising

Founder Fundraising & Round Closing Tracker →Track investors from first contact to money received: committed, soft-circled and received amounts.Startup Auto-Tagger →Paste startup descriptions and get sector, business model, customer type, stage signal and city.Deal Duplicate Detector →Find the same startup arriving via email, forms, WhatsApp and events, and merge into one list.Startup Application Form Builder →Build a startup application form from ready question blocks and copy it into Google Forms or Typeform.

Other free startup & investor tool categories

📈 Valuation & Cap Table →Pre and post-money, share price, SAFE and convertible note conversion, cap table, dilution, ESOP pool, vesting and secondary sales.📝 Term Sheet, Legal & Compliance →Term sheet generator and comparator, liquidation preference, anti-dilution, co-founder risk, compliance checklists and governance trackers.💰 Investor Returns →Investor return, MOIC, portfolio IRR (XIRR), exit scenarios, follow-on and pro-rata decisions, and power-law portfolio maths.📊 Startup Metrics & Health →Runway, burn multiple, default alive, CAC/LTV, SaaS, marketplace, fintech, D2C, EdTech and consumer app metrics, benchmarks and revenue quality.🧭 Market Size & Competition →TAM SAM SOM with a sanity check, competitor positioning map, category saturation and a funding tracker for your space.🔍 Screening & Due Diligence →Deal screener and ranking, pitch deck review, thesis match, red flags, DD and data room checklists, founder checks and investment memos.🏦 Fund & Syndicate Management →Fund return simulator, management fee, carry waterfall, NAV, syndicate carry and allocation, commitments, capital calls, LP reports and fund expenses.🗂️ Portfolio Management →Portfolio dashboard with runway alerts, monthly MIS collection, investor update generator, follow-ups, value-add, hiring and exits.🧾 Free business tools →GST invoices, payment reminders, UPI collection and cash flow tools.