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Decile Hub User Guide

I want to track co-investors in hub - what is the best way to do this?

I want to create a co-investor pipeline. These are things I want to do with it:
  • Easily add folks to the list
  • Easily share deals via email
  • Share the list with our founders so they can request intros
  • Keep track of who we have co-invested with already & are close to
  • Keep track of what they invest in
  • Add them to our newsletter, etc.
Would it make sense to track this in a new pipeline in "connectors"? Or did you see any other good solution for this?
If the pipeline in connectors would make the most sense, can you create the new pipeline for our fund?
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Answered by

Community Member

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Hi , your existing Connectors pipeline/funnel would work perfect for this I'd say. 

Easily add folks to the list
We've got a great feature for importing in bulk via CSV, or you can add individually.

Easily share deals via email
Like all pipelines, you can create email templates to send repeatable info to different co-investors.

Share the list with our founders so they can request intros
You can also easily export the pipeline via CSV

Keep track of who we have co-invested with already & are close to
Keep track of what they invest in
There's no first-class field for this, but you can use features like custom data points or tags to track this.

Add them to our newsletter, etc.
Newsletters can target recipients via pipeline, stage or tags, so this should be totally doable too.

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