The inbound queue and assignment
New applications arrive with no owner. Analysts pick them up from the inbound queue, or a rule in Settings gives each one an owner as it arrives.
Most inbound needs a quick first look, and at most funds analysts give it. The inbound queue puts every new application in front of your analysts as soon as it arrives, so the first look doesn't wait for a partner to hand deals out.
How deals reach the queue
Applications from your portal, scout and referral links and the fund directory arrive in New with no owner. A deal you add yourself, or convert from the intake mailbox, is yours from the start, so it never sits in the queue.
A deal stays in the queue while it has no owner and is in New or Screening. It leaves the queue when someone takes it, a partner assigns an owner, or it moves past Screening.
Find the queue
Open Deals and choose Owner, then Unassigned. Add Stage, New and Screening to see exactly the queue. Owner, Mine shows the deals you own. Home shows how many deals are waiting in the queue, with a link straight to this view.
Take a deal
Open a deal from the queue. A banner says New inbound, no owner yet. You can read everything on it: the brief, the fit report, the evidence, the deck and its activity.
To work on it, click Take it, on the deal page or in the side sheet. You become the owner and see "Kitepath is yours now." From then on you can add tasks and notes, run the screening, draft requests and move it like any deal you own.
Moving the deal's stage also takes it. Drag its card on the board, or choose a stage in the header. Passing a deal from the queue makes you its owner too, so the pass is on record with a name.
If a teammate took the deal a moment before you, you see "A teammate took this deal a moment ago. Refresh to see who owns it." Each deal has one owner.
To take several at once, tick them in the deals list and choose Assign, then Assign to me. Each deal is taken on its own; one a teammate took first is skipped and named in the message. Moving or passing several queue deals from the toolbar takes them too.
An analyst can't hand a queued deal to someone else or clear its owner, one at a time or in bulk. Ask a partner or admin to reassign it.
Who sees what
| Person | Deals in the queue | Other deals |
|---|---|---|
| Admin, Partner | Every unowned deal, at any stage. They can take one or assign it | Every deal |
| Analyst, queue on | Unowned deals in New and Screening: read in full, take to work on | The deals they own |
| Analyst, queue off | None | The deals they own |
| Committee member | None | The packets they review |
The same scope applies everywhere an analyst looks: the deals list and board, search, the deal page and side sheet, Ask this deal, tasks and requests, Reports and exports, the partner meeting brief and Home. A deal a teammate owns never appears, and neither does an unowned deal in Interview or later.
Turn the queue off
Click Settings, then Pipeline. Under Inbound queue, switch Analysts work the inbound queue off and click Save changes. Analysts then see only the deals they own, and partners assign new inbound by hand. Only admins can change this, and the change is recorded in the activity log.
Give new applications an owner automatically
Under Inbound queue, Give new applications an owner chooses what happens when an application arrives:
| Choice | What happens |
|---|---|
| Nobody: new applications wait in the queue | The default. Analysts take deals from the queue, or a partner assigns them |
| Analysts take turns | The analyst with the fewest deals in New and Screening gets the next application, so the load stays even when people also take deals by hand |
| By sector | Choose a teammate for each sector on your application form. A new application goes to the person for the sector the founder chose. Sectors with nobody chosen wait in the queue |
Sector owners can be admins, partners or analysts. A deal given an owner this way is recorded in the activity log as Gave a new application an owner by the assignment rule.
Reminders for deals nobody owns
When an unowned deal passes its stage's days, the triage group is reminded: partners and admins, plus analysts for deals in New and Screening while the queue is on. See Stage reminders.
Frequently asked questions
Does taking a deal tell the founder?
No. Owners are internal. The founder only sees their application status.
Can I give a deal back?
Ask a partner or admin to clear the owner or choose someone else in the deal header. If they clear it while the deal is in New or Screening, it goes back to the queue.
Why can't I add a task to a deal I can see?
It's in the queue and you don't own it yet. Click Take it first.
Something unclear or missing? Tell us