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Investments Pipeline

The Investments Pipeline is designed for fund managers to track and control all new investment opportunities arising around the globe.

Workflow template includes the following steps

Step 1 — Identify investment opportunity

Identify new investment opportunities and record them in the pipeline.

Due Date

Output Field Conditions

Step 2 — Evaluate investment opportunity

Evaluate the potential return and risk level of the investment opportunity.

Output Field

Step 3 — Prioritize investment opportunity

Prioritize the investment opportunity based on its potential return and risk level.

Due Date

Output Field Conditions

Step 4 — Make investment decision

Make a decision on whether to pursue the investment opportunity.



This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

The Purpose of Investments Pipeline

The Investments Pipeline is a crucial business process for fund managers. It allows them to keep track of all new investment opportunities that arise worldwide. By having a clear view of their investment pipeline, fund managers can make informed decisions about where to allocate resources and when to take action.

The benefits of having this business process are manifold. Firstly, it provides a systematic way of tracking investment opportunities. This means that no potential investment is overlooked, and each opportunity is evaluated based on its merits. Secondly, it offers a level of control that is necessary in the fast-paced world of investment. Fund managers can prioritize investments based on their potential return and risk level.

Thirdly, the Investments Pipeline process provides transparency and accountability. Each investment opportunity can be tracked from its inception to its conclusion, with all the necessary details recorded. This makes it easier for fund managers to report on their activities and for stakeholders to understand the decisions made.

Lastly, this business process can be automated to a large extent, saving time and reducing the risk of errors. The use of a template, such as Pneumatic’s Investments Pipeline Template, can streamline the process and ensure consistency in how investment opportunities are tracked and evaluated.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

Let Pneumatic Build a Unique Template for You

Pneumatic revolutionizes workflow management by leveraging AI to create custom workflow templates based on user-supplied prompts. Here’s how it works: you provide a brief description of the business process you need. Pneumatic’s AI algorithms analyze the prompt to understand the requirements, and specific tasks involved. Within minutes, a bespoke workflow template is generated in perfect alignment with your specific needs and requirements.

With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.

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You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

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