Conversion Tracking on New Incoming Leads

Created by Venturelytic Team, Modified on Fri, 19 Jan 2024 at 06:32 AM by Venturelytic Team

The majority of Venturelytic's private equity funds source their deals proprietary. This means that everyone within the fund has a certain responsibility to generate new leads. In reality, this often means doing cold outreaches to entrepreneurs of the most interesting companies. The outcome is simple: the entrepreneur is either open for a first conversation or rejects the opportunity to have a coffee with your fund. In these cases, it helps managers in the fund to keep track of the conversion rates. 

Venturelytic helps its clients to generate these performance overviews, resulting in insightful reports. The example below shows an overview of the number and percentage Investment Opportunities converted vs. the declines, grouped by the owner of the lead. 

This result was achieved by creating a so-called Flow in which the system updates the "conversion" field with the correct value (converted or declined), based on changes in the Status and Substatus fields on an Investment Opportunity. This flow automates the process of tracking the conversion of leads and can be extended or customized even further. 


Eventually, these reports can be integrated in your fund's dealflow dashboard, allowing your team to further optimize your dealflow process. 

If you want to know more about this feature, please contact 


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