Investment Pipeline

The Investment Pipeline view in Pereview gives your team a clear, real-time snapshot of every active deal and its current stage in the transaction process. 

Note: The style and functionality on this page is the same for the Financing Pipeline and Dispositions Pipeline pages in Pereview with respect to the data displayed on those pages. 

From this view, you can: 

• Monitor open deals by status (e.g., LOI, Negotiations, Review) 

• Switch between Card and Grid View for visual or data-rich layouts 

• Use dynamic filters to focus on specific deal types or stages 

• Save personalized filter sets for faster access next time 

Watch the video below to see how Pereview streamlines pipeline management.