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Pipeline
What Pipeline is
Pipeline is a web-based deal flow management tool for venture capital teams and other investors. It helps users record opportunities and follow deal information from first contact through closing. Teams can create custom statuses and arrange active deals on a drag-and-drop Kanban board. Notes, tasks, and reminders keep follow-up activity connected to deals or contacts, while team controls let members invite colleagues, manage permissions, and assign tasks. Pipeline also tracks portfolio companies, key investment information, and post-mortems. Analytics summarize pipeline activity and funnel metrics. A Crunchbase integration syncs company or contact data, including firmographics, funding history, and financial information. The integrations page describes Gmail connection for viewing related emails as “coming in Fall 2024.” The plan costs $40 per user per month and includes a 14-day free trial; there is no free plan. Pipeline says investors founded the company after navigating more than 75 private investments and building a product they wanted for their own work. Its privacy notice describes technical and organizational security measures but says complete security cannot be guaranteed.
Who it suits
Pipeline suits VC funds, syndicates, family offices, and individual investors managing deal flow. It is aimed at teams that need to organize active deals, follow-ups, and portfolio information.
What it does well
- Tracks deals from first contact through closing
- Custom statuses and drag-and-drop Kanban organization
- Notes, tasks, and reminders support follow-up
- Portfolio tracking and funnel analytics are included
- Crunchbase can sync company or contact data
What to know first
- No free plan
- Costs $40 per user per month after the trial
- Gmail connection is listed as coming in Fall 2024
- The privacy notice says complete security cannot be guaranteed
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Pipeline | $40 per user / month · Unlimited access after 2-week free trial | $40 a month |
As pipeline.io lists them, read 4 Oct 2026. The maker's own page has the final word.
Verdict
Pipeline brings deal tracking, team follow-up, portfolio records, and activity analytics into one web-based tool. Its listed plan costs $40 per user per month after a 14-day trial, and Gmail email viewing is described as coming in Fall 2024.
Facts from Pipeline's own pages
- Analytics
- Analytics provide an overview of pipeline activity and funnel metrics. · pipeline.io, 4 Oct 2026
- Company background
- Pipeline says investors founded the company after navigating more than 75 private investments and building the product they wished they had. · pipeline.io, 4 Oct 2026
- Crunchbase integration
- The Crunchbase integration syncs company or contact data including firmographics, funding history, and financial information. · pipeline.io, 4 Oct 2026
- Deal tracking
- Users can add deals and track key information from initial contact through closing. · pipeline.io, 4 Oct 2026
- Deal workflow
- Custom statuses and a drag-and-drop Kanban board help teams organize and track active deals. · pipeline.io, 4 Oct 2026
- Gmail integration
- The integrations page says users can connect Gmail to view emails related to a deal or contact and labels this feature “coming in Fall 2024.” · pipeline.io, 4 Oct 2026
- Headquarters
- The site lists San Francisco, California, and says Pipeline is a remote team located in San Francisco and across North America. · pipeline.io, 4 Oct 2026
- Intended users
- The site lists VC funds, syndicates, family offices, and individual investors as customers. · pipeline.io, 4 Oct 2026
- Portfolio tracking
- Pipeline lets users monitor portfolio companies, key investment information, and post-mortems. · pipeline.io, 4 Oct 2026
- Security
- The privacy notice says Pipeline has implemented technical and organizational security measures but cannot guarantee complete security. · pipeline.io, 4 Oct 2026
- Support
- The privacy notice directs users with questions or concerns to [email protected]. · pipeline.io, 4 Oct 2026
- Tasks and reminders
- Users can add notes, track tasks, and set reminders for deals or contacts. · pipeline.io, 4 Oct 2026
- Team controls
- Teams can invite members, control permissions, and assign tasks. · pipeline.io, 4 Oct 2026
- What it does
- Pipeline is a deal flow management tool for lean, fast-moving venture capital teams. · pipeline.io, 4 Oct 2026
Where Pipeline stands on Freedom251
- Investor Relationship Management Software#15 of 25
- Pipeline Management#25 of 28