DEAL TRACKING

Organize and monitor activity in the pipeline.

With Portfol’s Deal Tracking feature, you can follow your transactions from the initial call through the project-structuring phase and up to Board approval.

  • Desktop organizer for outreach activities
  • Monitor your deal flow and “deals in the pipeline”
  • See at a glance who’s working on what and where a project stands

CONTACT

475 North 300 West, Suite 5
Kaysville, UT 84037

support@portfol.com

800-220-7432