"Clean pipeline reporting isn't about the spreadsheet — it's about having a real operating system behind the numbers."Aligned Profit · Pipeline Reporting
Full pipeline visibility — staged, qualified, and reported monthly — so your IC and partners always know where opportunities stand.
BD and corp dev leaders are expected to maintain clean dashboards and deliver regular reporting to ICs and partners. That expectation requires real operating infrastructure — not a spreadsheet updated the night before a partner meeting.
Every engaged opportunity includes qualification notes: fit, timing, owner motivation, and suggested next steps. These notes travel with the record through every pipeline stage — so context isn't lost when a target resurfaces six months later.
Monthly pipeline reports give your team full visibility without you having to compile it. Delivered on a fixed cadence. Compatible with DealCloud, HubSpot, or your preferred CRM.
See a Sample Report
Target identified in universe build. Screened for mandate fit and prioritized for outreach.
Initial outreach sent. Follow-up cadence initiated. Response status tracked.
Owner responded. Qualification notes begun. Fit, timing, and motivation captured.
Target meets criteria. Escalated to your team with full notes and recommended next step.
Tell us your target profile — EBITDA range, geography, sector — and we'll outline what the first month looks like.
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