📊Dashboard

Get an instant, at-a-glance snapshot of your entire deal pipeline, allowing you to understand exactly where every raise sits in its lifecycle—from first draft through pending review and eventual approval—without having to hop between multiple menus.

The Dashboard distills a sea of back-office data into a concise, real-time narrative, surfacing the metrics that matter most so you can spot bottlenecks, celebrate quick wins, and make confident decisions in seconds.

• Deal Statistics

Toggle between Deal Statistics and Application Statistics.

• KPIs

Total Deals, Pending Review, Approved, Rejected.

• Total Pooled Funds

Real-time total of capital committed across all approved deals.

• Recent Deal Activity

Time-stamped feed of actions (approvals, comments, etc.) with deal IDs.

• Quick Actions

Create New Deal button (both side-nav and header).