Create a separate pipeline for Institutional Investors, distinct from the LP pipeline.

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Community Member

Nov 25, 2024 at 21:09

Random suggestion for the decile hub. Would be nice to have a separate pipeline for Institutional Investors (e.g. family offices, FoF, etc), for us we want to manage this separate from the LP pipeline (which we see mostly as individuals)

5 replies

VC Lab Assistant

Decile Base AI

21:09

You can customize your pipelines in Decile Hub to suit your needs. To manage institutional investors separately, you can create a new pipeline specifically for them. This allows you to organize and track interactions with family offices, funds of funds, and other institutional investors independently from individual LPs. Adjust the stages and tasks within this new pipeline to align with your specific process for engaging with institutional investors.

Community Member

21:18

What are the steps, or who do I need to ask in order to create a new pipeline

Tuesday, November 26, 2024

Travis Giggy

00:47

Just let me know the name of the pipeline that you'd like to have added and I'll create it for you.

Community Member

00:57

thank you Travis, can you create a pipeline for fundraising - "Institutional Fundraising"

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