# 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.

Source: https://delsivo.com/help/pipeline-and-committee/stage-reminders · Updated 2026-11-07

## Key takeaways

- Settings, Pipeline sets how many days a deal may sit in each stage before its owner is reminded.
- The owner is reminded once per stage visit, in the app and by email. Moving the deal starts the count again.
- A deal with no owner reminds the triage group: partners and admins, plus analysts for New and Screening deals when the inbound queue is on.
- Suggested days are on from the start, for example 3 days in New and 7 in Screening. Reminders never move a deal.
- Reports show the days as a tick on Time in stage, and the partner meeting brief lists deals past them.

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](/help/pipeline-and-committee/inbound-queue). 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](/help/pipeline-and-committee/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](/help/pipeline-and-committee/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.