Key takeaways
- Board and table views of the same deals, with assignment and bulk assignment.
- Sort by recency, urgency or other configurable orders; save filters per person.
- Stage changes record who, when and why. Stale updates are refused with a prompt to refresh.
- Interview, requests and data room each keep their own state, separate from the deal stage.
Planned feature: not in Delsivo yet, and details may change before it ships.
What the deal review queue holds
Every application that comes through your branded portal, every referral and every record an analyst creates lands in Deals. The queue is the working view of those deals: what is new, what is assigned to you, what is waiting on a founder, and what is overdue.
| Stage | Typical next step |
|---|---|
| New | Assign an analyst and read the fit report |
| Screening | Check open questions and decide whether to interview |
| Interview | Send the interview and review answers |
| First meeting | Prepare the call and record notes |
| Diligence | Send requests and review files |
| Committee | Prepare the decision |
| Terms | Agree terms |
| Closed | Hand over to portfolio work |
| Passed or Revisit | Recorded with a reason; can be reopened by a person |
Funds can rename stages to match how they work. Authorised users can skip a stage, with a reason.
Board view and table view
- Board: one column per stage, a card per deal showing company, assignee, thesis fit, evidence quality and open questions.
- Table: sortable columns for source, date, stage, owner, fit, readiness and due date, good for triaging a backlog.
- Both views use the same filters, such as assigned to me, source is referral, or has unknown criteria.
- Saved filters keep your usual views one click away.
How sorting and urgency work
The default order is configurable. Some funds want the newest applications first so nothing waits long. Others want deals with a founder deadline at the top, or the best thesis fit first within this week's arrivals. Whatever the order, the reason a deal sits where it does is visible: the fit report, the date and any due dates are on the card. A reviewer can reproduce why a deal appeared where it did.
Moving a deal and recording why
- 1Open the deal or drag its card to the next column.
- 2Choose the new stage, or Passed or Revisit.
- 3Write a short reason. For a pass, the reason is required.
- 4Delsivo records the change, the person and the time in the deal's history.
If two people move the same deal at the same moment, only one change is kept and the other person is asked to refresh and look again. A deal always has exactly one current stage. AI never moves a deal: model output can suggest, but stage changes are always made by a person.
Notes, tasks and what founders see
Each deal keeps notes, tasks with due dates, and its stage history. Founders don't see any of it. They see a status your fund configures separately, such as Under review, so internal ratings and comments never reach them.