# Micro for Deal Flow Track startup investments from first meeting to closed deal — with AI that updates your pipeline automatically. --- ## Quick Setup ### Create a Deal Flow List Press `Cmd+K`, type "new list", and select the **Deal Flow** template. It comes pre-configured with stages, properties, and views for evaluating startup investments. ### Add Deals Add companies manually, import a CSV from your existing deal tracking tool, or let Auto-Add pull them in automatically from your email and calendar activity. ### Connect Your Email If you haven't already, connect your Gmail in **Settings → Connected Accounts**. Micro uses your email and calendar activity to keep your pipeline updated. --- ## Your Deal Flow Pipeline The Deal Flow template comes with stages designed for a typical VC investment process: | Stage | What it means | |-------|--------------| | **New** | Initial outreach — identifying potential fits | | **Initial Screen** | Determining if the startup fits your investment thesis | | **Meeting** | First meeting set up or completed | | **Partner Meeting** | Formal partnership meeting after initial discussion | | **Term Sheet** | Your team has sent a term sheet | | **Closed** | Deal signed | | **Passed** | Decided not to invest | | **Watch List** | Not a fit this round, keeping an eye on for later | | **No Stage** | Not yet categorized | Switch between **Pipeline** (kanban) and **All Deals** (grid) views using the tabs at the top. --- ## Deal Properties The Deal Flow template comes with properties designed for investment evaluation: | Property | What it tracks | |----------|---------------| | **Round** | Angel/F&F, Pre-seed, Seed, Series A, B, C, D+ | | **Investment Amount** | How much you're investing | | **Target Valuation** | Valuation the startup is targeting | | **Projected Close** | Target date for closing the deal | | **Priority** | Urgent, High, Medium, Low, None | | **Likelihood to Close** | Probability of deal success (0–100%) | | **Co-investors** | Other investors in the round | | **Next Steps** | AI-suggested actions to move the deal forward | | **Pass/Loss Reason** | Why you passed or they declined (AI-captured) | | **Deal Notes** | Open-ended notes about deal details | Add custom properties for anything else — check size preferences, board seat terms, follow-on rights. --- ## AI Autofill AI keeps your deal flow pipeline current: - **Status** — Deals move through stages based on your email and meeting activity. Schedule a partner meeting and it moves to "Partner Meeting." Send a term sheet and it moves to "Term Sheet." - **Investment Amount** — Extracted from pricing discussions and term sheets - **Co-investors** — Captured from round discussions - **Next Steps** — AI suggests what to do next after each interaction - **Pass/Loss Reason** — Captured when a deal ends --- ## Research Companies Before a meeting, use the AI assistant or **Meeting Prep** to research the startup: - View enriched company data — funding history, employee count, industry - Review your email history with the founders - See who referred the deal and any shared connections - Get suggested questions based on the round and stage Add a **Context Doc** to your Deal Flow list describing your investment thesis, check size, and what you look for. The AI references this when evaluating deals and suggesting next steps. --- ## Track by Round Use the **Round** property to filter your pipeline: - Create a custom view filtered to "Seed" to see just seed-stage deals - Use the grid view to compare deals side by side - Sort by valuation, priority, or projected close date --- ## Collaborate with Partners - **Shared pipeline** — Your whole team sees the same deals and stages - **Activity feed** — See when partners had meetings or exchanged emails with founders - **Assign owners** — Use the Owner property to assign deals to specific partners - **Linked docs** — Attach deal memos, due diligence notes, and term sheets to each deal --- > **Note:** If a deal moves to "Closed", you can add the company to your Portfolio Companies list to start tracking it as an active investment.