Stage reminders
Set how many days a deal may sit in each stage. When a deal passes them, its owner, or the triage group for a deal with no owner, is reminded once.
Good rounds move fast, and founders notice how quickly they hear back. Stage reminders tell a deal's owner when a deal has waited too long, so nothing sits unnoticed.
Set the days
Click Settings, then Pipeline under Workflow. Under Stage reminders, choose the days for each stage, or No reminder:
| Stage | Suggested | Why |
|---|---|---|
| New | 3 days | Time to a first look |
| Screening | 7 days | From the first look to a decision on a first meeting |
| Interview | 10 days | While the founder's interview is out and being reviewed |
| First meeting | 14 days | From the first meeting to diligence or a pass |
| Diligence | 30 days | Seed diligence takes days to weeks; Series A longer |
| Committee | 14 days | From the packet going out to the decision |
| Terms | 30 days | From the term sheet to signing |
Use the suggested days puts these back. Turn Send stage reminders off to stop all reminders while keeping the days for Reports and the brief. Click Save changes. Only Admins can change these settings; everyone else can see them. Changes are recorded in the activity log.
The reminder
Every hour Delsivo checks the deals in waiting stages. When a deal has been in its stage for the stage's days, the owner gets one reminder, in the app and by email: for example "Kitepath has been in Screening for 8 days", with a link to the deal. They aren't reminded again for the same stage visit. Moving the deal to another stage, or out and back, starts a new visit.
Deals with no owner
A deal with no owner reminds the triage group instead, each person once per stage visit, with a line saying nobody owns the deal yet:
| Deal | Who is reminded |
|---|---|
| No owner, in New or Screening, inbound queue on | Partners, admins and analysts |
| No owner, in New or Screening, inbound queue off | Partners and admins |
| No owner, in any later stage | Partners and admins |
Analysts are only reminded about deals they can open, which is why later stages go to partners and admins. Take the deal, assign an owner or pass with a reason. See The inbound queue and assignment. An owner who can no longer open the deal isn't reminded.
Each person can switch the stage reminder off for email or the app in Settings → Notifications.
Where else the days show
- Reports → Time in stage: a thin tick on each stage's bar marks your days, next to the median days deals actually spend there. See Pipeline reports.
- Brief → Overdue: deals past their stage's days, furthest past first, with the owner. A deal nobody owns is marked No owner, past its days. See The partner meeting brief.
Frequently asked questions
Does a reminder move the deal or tell the founder?
No. Reminders go to your team only. A person decides what happens next.
Why are Closed and Passed not listed?
They're where deals end, not where they wait.
Something unclear or missing? Tell us