Pimp your pipeline meetings
SiSo Pipeline is an intuitive, interactive deal tracker that helps investment teams manage and oversee deals in an elegant, integrated platform without all the hassle and redundancy of a CRM.
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Why 
?
Managing multiple deals - and getting useful insights across each of them in real-time - is not straightforward to achieve. SiSo Pipeline offers a robust solution that brings all your deal management needs into one intuitive dashboard.
Whether you're assessing potential investments, tracking immediate opportunities, or overseeing signed and closed deals, SiSo Pipeline provides the visibility and control you need to stay ahead.
Customizable dashboard
- Pipeline overview: Gain a high-level view of all your deals, whatever stage they are at, complete with key statistics and interactive filters.
- Pipeline details: Dive deeper with a tabular view, allowing you to sort, drag, drop, and customize columns to fit your specific data tracking needs.
Flexible data management
- Fully Customizable: Tailor the data collection to suit your organization’s needs and to capture essential deal information and context.
- Resource Planning: Allocate team members to specific deals, ensuring clear and efficient resource allocation.
Interactive deal workspaces
- Individual Deal Management: Click on any deal to access its dedicated workspace, where you can manage tasks, track milestones, and collaborate with your team.
- Subproject Integration: Seamlessly navigate to SiSo Diligence and SiSo Budget Tracker directly from each deal workspace, ensuring the key diligence findings and action items, plus your advisor fee burn data - are all interconnected and easily accessible.
Milestone tracking
- Key Event Management: Add and monitor important milestones such as the expected signing and closing dates, exclusivity expiry dates, payment dates and claim expiry periods.
- Calendar Integration: Sync milestones with individual or team calendars to stay organized and never miss a critical deadline.
Advanced analytics
- Deal Velocity: Track the progress of deals over time, analyzing performance by month or quarter to identify trends and optimize strategies.
- Resource Allocation: Visualize the distribution of deals among team members, ensuring balanced workloads and maximizing productivity.
Benefits
Enhanced visibility and control
SiSo Pipeline centralizes your deals, giving real-time insights and quick decision-making power.
Customization
and flexibility
Easily tailor data fields and dashboards to match your unique workflow.
Streamlined collaboration
Use integrated workspaces and tools to improve communication and teamwork.
Data-driven decision making
Access powerful analytics to optimize strategies and drive better deal outcomes.
Integration with
Together, these tools create a seamless ecosystem that supports every phase of your investment process, from initial assessment to post-deal management.
