Plan · Pipeline
Deals on a board, and the entity each creates.
Deals move through six stages, from Identified to Exchanged. At Heads of Terms a draft holding entity is created in the register; on completion it is activated.
Included on every plan · Six stages, from Identified to Exchanged · Board, list and calendar views
Markets
The markets the board lists.
Deal markets
27 markets
- England
- Wales
- Scotland
- Northern Ireland
- Ireland
- France
- Germany
- Luxembourg
- Netherlands
- Belgium
- Spain
- Portugal
- Italy
- Austria
- Switzerland
- Denmark
- Sweden
- Norway
- Finland
- Poland
- Czechia
- Hungary
- Romania
- Greece
- Jersey
- Guernsey
- Isle of Man
and 19 more
- Netherlands
- Belgium
- Spain
- Portugal
- Italy
- Austria
- Switzerland
- Denmark
- Sweden
- Norway
- Finland
- Poland
- Czechia
- Hungary
- Romania
- Greece
- Jersey
- Guernsey
- Isle of Man
The deal board's market filter, as the product configures it.
The map
The same deals, by location.
Every live site is plotted from its postcode in the UK, or its address elsewhere, and coloured by the stage the deal has reached. The list beside the map carries the same deals with their stage and value, so the two read together.
- Plotted from postcode or address
- Pin colour is the pipeline stage
- Click a pin to open the deal
The board and its controls
Town, price, counterparty and days in stage, on every card.
Each card shows the deal’s town, price, counterparty and days in its current stage, with a checklist count where one exists. Move a card to change its stage. Search by deal, town or party, or filter the board to one market; the same deals can be seen as a list or on a calendar.
Investment committee submissions, decisions and conditions are recorded against the deal, and an approved deal locks its record. The board honours workspace roles and project scoping, so a deal is visible where its linked entities are. A deal in Luxembourg proposes a Luxembourg holding entity with the right legal form.
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