Creating and Managing Deals

Deals are the core of Fund Flow. Each deal represents a single investment opportunity you are raising capital for — syndications, joint ventures, acquisitions, or fund investments.

Prerequisites

• You must be logged in as an Operator or Admin
• You should have a property identified for acquisition or rehab

Creating a Deal

1. Navigate to Deals in the main sidebar and click + New Deal

2. Enter Basic Information

   • Deal Type: Choose "Rehab" for fix-and-flip or "Acquisition" for buy-and-hold
   • Deal Name: Use a descriptive, unique name (e.g., "123 Main St Apartment Complex")
   • Property Type: Single Family, Multi Family, Commercial, etc.

3. Enter Financials

   • Target Amount: Total capital you need to raise
   • Purchase Price: Property acquisition cost
   • Renovation Budget and ARV (for Rehab deals)
   • Projected IRR: Expected return for investors

   Tip

   The Projected IRR must be a positive percentage.

4. Define Terms and Dates Switch to the Terms tab to enter the Property Address (auto-complete supported). Set the Target Purchase Date and Term (Months) — the system calculates the Target B-C Close Date automatically.

   Note

   The Target B-C Close Date cannot be earlier than the Target Purchase Date.

5. Add Description Write your investment thesis in the Description tab. Use the AI Generator to draft a professional description based on your financial inputs.

6. Save the Deal Click Save Changes. The deal starts in Draft status — private until you publish it.

Deal Pipeline Stages

Deals progress through these stages as they move forward:

Update the stage from the deal's Settings (gear icon) as the deal progresses. Use the Updates feature to notify investors of status changes.

Adding Investors to a Deal

1. Open the deal details page
2. Go to the Investors tab
3. Click Add Investor
4. Select a contact from your CRM
5. Enter the commitment amount
6. Save — the investor is now linked to the deal

Creating Loans for a Deal

Deals often involve debt financing. To track loans:

1. Open the deal and go to the Loans tab
2. Click Create Loan
3. Select a lender from your contacts
4. Enter loan details: principal, interest rate, term, payment frequency
5. Set origination and maturity dates
6. Save — Fund Flow generates a projected payment schedule

Deal Metrics

Fund Flow automatically calculates and displays:

• Total Commitments: Sum of all investor commitments
• Total Funded: Sum of all loan principals
• Funding Progress: Percentage of target amount raised
• Investor Count: Number of investors in the deal

These metrics update in real-time on the deal dashboard.

Best Practices

• Keep titles descriptive and unique for easy search and identification
• Update the stage as the deal progresses to keep investors informed
• Add notes to track important decisions, milestones, or conversations
• Use tags to categorize deals by market, asset class, or strategy (e.g., "Texas", "Multifamily", "2024 Fund")
• Send regular updates — investors appreciate transparency about progress and timeline changes