Investment client
Deal & Investment Pipeline System
1,200+ deals, 3,900+ auto-generated tasks, one pipeline
A venture investment team tracked its deals across scattered tools. I built one Airtable pipeline with a 7-stage lifecycle where 86 task templates and 98 automations turn every stage change into the next to-do. It now holds 1,200+ deals and has generated 3,900+ tasks.
By Jin Longyu·Published
AutomationNo-code / Low-codeDataStrategy
ClientInvestment client
WhenAug 2025
IndustryInvestment
Illustrative mock-up with made-up data, modelled on the real system. Client data stays private.
1,200+
deals tracked in one pipeline
3,900+
tasks generated automatically
98
automations running the workflow
The context
Deals in pieces
Status, documents and follow-ups in different tools.
Settlements by hand
Post-signing steps tracked manually.
Hand-offs from memory
Tasks not tied to the deal they belong to.
How I built it
7-stage lifecycle
From pitching through contracting, signing and settlement.
Task engine
86 templates turn each stage change into the right checklist.
Documents in the flow
Files attached to the deal and tracked through legal review.
Forms in, nudges out
Fillout forms feed deals; Slack pings whoever is next.
Built with