# A weekly partner pipeline brief that links every line to the deal

> Partner briefings are planned for a later Delsivo release. The weekly partner pipeline brief is designed to summarise deals waiting for review, requests that have gone stale, changes in the pipeline and actions partners owe, such as approvals of outbound messages. Every line links to the underlying deal or change, so a partner can check it in one click rather than trusting a summary.

Source: https://delsivo.com/features/partner-briefings · Updated 2026-11-06 · Planned, not available yet

## Key takeaways

- Planned for a later release.
- Four parts: waiting for review, stale requests, pipeline changes and partner actions.
- Every line links to the deal or the change behind it.
- Revisit alerts for passed deals appear here too.

## What goes into the weekly partner pipeline brief

| Part | Example line |
| --- | --- |
| Waiting for review | Four deals screened this week with no reviewer assigned |
| Stale requests | Financials request to a fintech deal unanswered for 12 days |
| Pipeline changes | Two deals moved to Diligence, one passed with its reason |
| Partner actions | Three founder follow-ups waiting for your approval |
| Revisit alerts | A passed deal reports a milestone you recorded |

Example lines are illustrative, not data from any fund.

## Why every line links to its source

Partners often see summaries without knowing which claims behind them were checked. The brief is designed the other way round: a line is a pointer, and the deal holds the evidence, with its labels from the claim tracker. If a line is drafted by AI, it is marked as such and any figure in it cites where it came from.

## How the brief is put together

1. Each week Delsivo gathers stage history, request states, approvals waiting and revisit alerts for the partner's deals.
2. It drafts the brief, grouped by the four parts, with a link on each line.
3. The brief arrives by email and in the workspace. Email is a notification channel, not an integration.
4. The partner opens any line to act in the deal itself.

## What partners can tune

- Which deals count: their own, their team's or the whole fund, within their permissions.
- What counts as stale, for example no founder reply in 7 or 14 days.
- Whether the brief also goes out mid-week when approvals are waiting.

These settings are part of the later design and may change after pilots. Pipeline reporting by stage, owner and intake source is a separate reporting view.

## Frequently asked questions

### Is the partner brief in the pilot?

No. It is planned for a later release. The pilot has the review queue, with assignment, saved filters and stage history.

### Does the brief include deals I can't access?

No. It follows the same permission check as the rest of the workspace, so it lists only deals you are allowed to see.

### Can the brief approve messages for me?

No. It lists approvals waiting. You open each one and approve or edit it in the deal.

### Is the brief sent to Slack?

Not the brief itself. It arrives by email and in the workspace. If your fund connects Slack, new inbound, approvals waiting and committee packets can post to your channels, and each person can get their own items as Slack DMs.

## Related pages

- [Deal review queue](https://delsivo.com/features/review-queue)
- [Track passed deals](https://delsivo.com/features/pass-and-revisit)
- [Deal audit trail](https://delsivo.com/features/audit-history)
- [How it works](https://delsivo.com/how-it-works)