# A shared queue where every analyst sees what to review next

> The deal review queue in Delsivo is where analysts pick up new and in-progress deals. It offers board and table views, assignment, saved filters, notes, tasks and due dates, sorted by your choice of recency, urgency or fit. Every stage change records who made it and why. Planned for the pilot release; Delsivo is at design partner stage, and nothing is generally available yet.

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

## 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.

## What the deal review queue holds

Every application that comes through your [branded portal](https://delsivo.com/features/branded-subdomain), 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.

Deal stages

| 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

1. Open the deal or drag its card to the next column.
2. Choose the new stage, or Passed or Revisit.
3. Write a short reason. For a pass, the reason is required.
4. Delsivo 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.

## Frequently asked questions

### Can the queue be ranked by thesis fit?

Yes, by design. Fit is one of the available sort orders, alongside recency and urgency. The fit report on each deal explains the position.

### Does Delsivo automatically pass on low-fit deals?

No. Low fit or a mismatch is shown to reviewers. Passing on a deal is always a person's decision, with a reason recorded.

### Can we assign many deals at once?

Yes. Bulk assignment is part of the pilot design, so a lead analyst can share out a week's inbound in one step.

### Is the deal review queue ready to use?

Not yet. It is planned for the pilot release, and Delsivo is at design partner stage with nothing generally available.

## Related pages

- [Thesis fit report](https://delsivo.com/features/fit-report)
- [Deal audit trail](https://delsivo.com/features/audit-history)
- [How it works](https://delsivo.com/how-it-works)
- [Screen inbound applications](https://delsivo.com/use-cases/inbound-application-screening)