# Applications and the deals list

> Each application becomes a deal in Deals. Triage the list by thesis fit, pass, move or assign many deals at once, and work the side sheet by keyboard.

Source: https://delsivo.com/help/applications/how-applications-work · Updated 2026-11-07

## Key takeaways

- When a founder sends an application, Delsivo creates a deal in Deals, at the New stage, with their deck as version 1.
- Admins and Partners see every deal. Analysts see the deals they own, plus new inbound nobody owns yet when the inbound queue is on.
- The table opens on thesis fit, days in stage, owner and round size. Search, filters and sort live in the address, so you can bookmark a list.
- Tick rows to Pass, Move or Assign them together. Each deal is checked on its own, and the message tells you which were skipped and why.
- Press Enter on a row to open the side sheet, then P to pass, A to advance, E to assign it to you, and the arrow keys for the next deal.

Every application your portal receives becomes a deal in **Deals**. It arrives at the **New** stage with the founder's deck as version 1, and the deck is scanned and analysed straight away. From the list you can filter, preview a deal in a side sheet without leaving the list, and open the full deal page. People at your fund move deals forward; Delsivo never does.

## What happens when an application arrives

When a founder taps **Send application** on your portal:

1. The founder gets a reference on screen and a confirmation email in your brand.
2. Delsivo finds the company in your fund by its website domain, or creates it.
3. A deal is created at **New**, with the source **Portal**, or **Referral** if the founder came through one of your [referral links](/help/portal-and-branding/referral-and-scout-links).
4. The deck becomes **Deck v1** and starts its analysis. See [How deck analysis works](/help/applications/deck-analysis).
5. Delsivo checks for possible duplicates. See [Duplicate deals](/help/applications/duplicate-deals).
6. The deal has no owner yet, so it waits in the [inbound queue](/help/pipeline-and-committee/inbound-queue) for an analyst to take, unless your fund gives new applications an owner as they arrive.

The deal's **Activity** tab records "Application submitted on the portal" or "Application submitted through a referral link".

## Who sees which deals

| Role | Sees |
|---|---|
| Admin, Partner | Every deal |
| Analyst, inbound queue on (the default) | The deals they own, and unowned deals in New and Screening, which they read and take to work on. The page says **The deals you own, and new inbound with no owner yet. Take one to work on it.** |
| Analyst, inbound queue off | The deals they own. The page says **The deals you own. Partners assign deals to you.** |
| Committee | No deals list: **Deals are for the deal team** |

## The deals list

Open **Deals** in the sidebar. Each row shows:

| Column | What it shows |
|---|---|
| **Company** | Name and website |
| **Stage** | Where the deal is, such as **New** or **Screening** |
| **Thesis fit** | The hard rules of your thesis rubric: **Met**, **Mismatch** with the rule it misses (such as **Mismatch: Stage**), or how many are **unknown**, then the preference score from 0 to 100. **Not screened** before the first screening. See [Read a deal's fit report](/help/thesis-and-screening/fit-reports) |
| **Days in stage** | How long the deal has waited in its stage: **Today**, **1 day**, **12 days** |
| **Owner** | The teammate who owns it, or **Unassigned** |
| **Round size** | The round the company is raising, from the application or the deck (such as **USD 2M**), or **Not stated** |
| **Deck** | The latest deck's progress, as five dots and a status |
| **Received** | The date, in your fund's time zone |

Two more columns are in **Columns**: **Source** (**Portal**, **Referral**, **Added by the team** and so on) and **Deck quality** (0 to 100). Deck quality says how well the deck argues its case, which isn't the same as fitting your thesis, so it's off by default.

To find deals:

- Type in **Search company or website**.
- **Owner** shows deals with any owner, **Mine** or **Unassigned**.
- Use the filter chips **Stage**, **Source** and **Deck status**. Each opens a list of checkboxes; a number on the chip shows how many you picked. The **Deck status** filter matches a deal when any of its deck versions has that status.
- Click **Clear** to remove every filter.
- Click a column heading to sort by **Company**, **Stage**, **Source** or **Received**. Delsivo remembers the sort you last picked, per browser.

Search, filters and sort are kept in the address, so you can bookmark a view or send it to a teammate. The list shows 50 deals per page. Use **Columns** to hide columns, and drag a column's edge to resize it.

If nothing matches, you see **No deals match** with **Clear filters**. A fund without deals sees **No deals yet**, with **Add a deal** and **Open your application page**.

## Triage many deals at once

Tick rows (or press **X** on a row) to show a toolbar with **Pass**, **Move**, **Assign** and **Export**. You can act on up to 100 deals at a time.

- **Pass** opens **Pass on N deals?**. Choose **Why you're passing**, add an optional **Note** for the team, and optionally a revisit date or trigger. When some of the deals miss a hard rule in their fit report, **Use each deal's thesis mismatch** gives each of them its own reason (stage, sector, geography or cheque size), and the rest get the one you chose. Under **Write to each founder**, pick **Pass** or **Not now** and an optional **Come back when** line: each company gets its own decision message from your fund's template, with no reasons in it. Partners and admins send them with the pass; an analyst's wait for a partner's approval. A deal with no founder on your portal is passed without a message. See [Passing on a deal and revisiting it later](/help/pipeline-and-committee/passing-and-revisiting).
- **Move** moves the deals to a stage. **Revisit later** asks when to look again. Moving a deal more than one stage ahead, or reopening a passed deal, asks for a reason, saved in each deal's history. Other moves come with **Undo**. Closed deals and closing aren't part of bulk moves; use the deal page.
- **Assign** gives the deals to a teammate, to you, or clears the owner, with **Undo**. For an Analyst, **Assign to me** takes deals from the inbound queue. An Analyst can't hand a queue deal to someone else.
- **Export** of a selection isn't available yet. **Reports → Export** has every deal you can see as a CSV.

Each deal is checked and saved on its own: your permission on it, whether someone changed it a moment ago, whether it's closed. The message says how many changed and lists the ones that were skipped, with the reason, such as "Someone else changed this deal a moment ago" or "Your role can't change the owner." Nothing changes on a skipped deal.

## The side sheet

Click a company name, or press Enter on a row, to open the side sheet over the list. It shows:

- the company, stage, source and date received
- the triage buttons: **Pass** (P), **Advance to** the next stage (A), and **Assign** or **Change owner** (O). For an Analyst on an inbound queue deal, **Take it** (E)
- **Stage**, **Thesis fit**, **Owner** and **Deck quality**
- **Brief**: the elevator pitch, labelled **AI suggestion**
- **Top facts**: up to six facts, with "(founder correction)" where the founder corrected one
- **Deck**: the analysis steps for the latest version

Use the left and right arrow keys, or **Previous deal** and **Next deal**, to move through the list without closing the sheet. Click **Open deal** for the full page, or **Close**.

**Pass** opens the same pass dialog as the deal page, with the reason already chosen when the fit report shows a hard-rule mismatch, and the founder decision message ready to check. **Advance** moves the deal one stage, with **Undo** in the message; it isn't offered from **Terms** (close a deal from its **Closing** tab) or from **Passed** and **Revisit later** (reopen from the deal page, with a reason). After either, the sheet stays open, so you can press the right arrow and go on to the next deal.

Right-click a row (or press Shift+F10) for **Preview** and **Open deal**.

## Keyboard shortcuts

| Key | What it does |
|---|---|
| J or Down arrow | Next row |
| K or Up arrow | Previous row |
| Page Down, Page Up | Move ten rows |
| Home, End | First or last row |
| Enter | Open the side sheet |
| X | Select the row. Shift+X selects a range |
| E | Assign the row to you (an Analyst takes an inbound queue deal) |
| Esc | Clear the selection |
| Left and right arrows | Previous or next deal, with the side sheet open |
| P | Pass, with the side sheet open |
| A | Advance to the next stage, with the side sheet open |
| E | Assign to you, or take it, with the side sheet open |
| O | Open the owner menu, with the side sheet open |

J and K work as soon as the page is open, without clicking into the list first.

## The deal page

The header shows the company, its website, the source and the date received. Next to them:

- **Stage**: choose another stage. Passing opens **Pass on [company]?** with the reason, an optional note and revisit, and the founder decision message. **Revisit later** asks for a date or a trigger. Skipping ahead more than one stage asks for a reason. The founder isn't told automatically. Other moves happen at once, with **Undo** in the message.
- **Owner**: **Assign to me**, pick a teammate, or **Clear owner**. Committee members can't own deals.
- A next step, such as **Upload a deck**, **Analysis running**, **Review the evidence** or **Check the deck**.

The tabs:

| Tab | What it holds |
|---|---|
| **Brief** | The analysis, deck quality, and the thesis fit, evidence quality and diligence readiness cards |
| **Fit** | The screening against your thesis rubric. See [Read a deal's fit report](/help/thesis-and-screening/fit-reports) |
| **Evidence** | The deck viewer with facts and claims cited to their slides |
| **Claims** | Every claim with its label and sources. See [Track and verify claims](/help/claims-and-research/claim-tracker) |
| **Interview** | Arrives in M5 |
| **Requests** | What you asked the founder for, and their answers. See [Send a request to a founder](/help/founder-requests/sending-a-request) |
| **Tasks** | The deal's tasks and your team's internal notes. See [Assignments, notes and tasks](/help/pipeline-and-committee/assignments-notes-and-tasks) |
| **Files** | Every deck version. See [Deck versions and founder corrections](/help/applications/deck-versions-and-corrections) |
| **Activity** | Stage moves with their reasons, and deck uploads, newest first |
| **Decision** | Arrives in M7 |

Admins, Partners and the Analyst who owns a deal can change it. Everyone else who can see it reads it. An Analyst reading a deal from the inbound queue clicks **Take it** to work on it.

## Frequently asked questions

### Why can't I find a deal a colleague mentioned?
If you're an Analyst, you see the deals you own, plus unowned deals in New and Screening when your fund has the inbound queue on. A deal a teammate owns, or one past Screening, stays with its owner. Ask a Partner or Admin to assign it to you.

### Is there a board view?
Yes. Switch between **Table** and **Board** above the list, or press **t** or **b**. The board has one column per stage, with **Passed** and **Revisit** in a **Closed out** group on the right. Drag a card to move the deal, or use the card's menu for **Move to…** and **Assign owner**. Passing asks for the reason, and **Revisit later** for a date or a trigger, before the move is saved; skipping ahead or reopening asks for a reason; other moves come with **Undo**. Write the founder's decision message from the deal's **Decision** tab after a pass on the board. The board uses the same search and filters as the table. To change many deals at once, use the table.

### Does moving a deal tell the founder?
No. Stage moves are internal. The founder's workspace shows its own status, never your stages.