Everything to manage your projects,
and share them across organisations
DealFlux covers the full investment lifecycle — and adds what no one else offers: sharing a single project across multiple organisations, each with its own methods and filters.
Cross-organisation sharing
One project, many organisations
The same file is supported simultaneously by several organisations — incubator, fund, club, Business Angel network. Each gets its own view, with nothing duplicated or re-entered.
Stage flows, forms and filters of your own
Each organisation defines its own stages, chooses its tabs, when they appear, its required fields and its filters. The same project moves differently through each pipeline, without interference.
Per-project sharing controls
Turn sharing of stages, participants, messages, documents and evaluations on or off — project by project, organisation by organisation, in a single click.
Consented, traceable sharing
The founder and each organisation choose precisely what is shared, and with whom. Every access is logged. No data moves without consent.
Pipeline & Projects
Stage-based deal pipeline
Visualise and manage every deal through your pipeline. Define your own stages (Pre-screening, Analysis, Investment Committee, Closing…) and move deals forward with ease.
Structured deal files
Each deal has a complete structured file: presentation, team, documents, financial projections, intellectual property and more. Everything investors need to make a decision.
Document management
Upload and organise documents per deal (business plan, pitch deck, financial forecast…). Role-based secure access, with versioning and change history.
Screening & Decision
Collaborative screening
Invite your experts, instructors and evaluators to score deals against your own criteria. Aggregate opinions, compute scores and build informed consensus.
Granular role system
Founders, members, instructors, coaches, evaluators, managers… Each role has precise, configurable access. Data security is guaranteed by design.
Communication
Built-in messaging
Communicate with deal founders, organisation members or specific groups directly from the platform. Full history, notifications and complete traceability.
Automated emails
Automatically trigger emails to the right recipients on stage changes. Customise email templates per organisation, in French, English and German.
Analytics & Reporting
Dashboards
Real-time overview: deals by stage, member distribution, monthly trends. Clear charts to steer your organisation at a glance.
Investment tracking
Record and track invested amounts, cap tables and funding rounds. CSV export for your accounting and LP reporting.
Platform & Integrations
Multi-organisation
Manage multiple organisations from a single account. Each organisation has its own space, settings and data, perfectly isolated from the others.
AI assistant
Query your data in natural language: "Which deals are in due diligence?", "What is the total invested this year?". The AI responds by accessing your data directly.
See DealFlux in action
Our team will walk you through the platform in 30 minutes, tailored to your context.
Book a demonstration