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Strategically Configuring your Pipeline Stages
What do you need to do:
- On the surface, configuring Pipeline Stages seems simple, but when organized correctly, operating strategy in Midaxo is much improved
- Assess which teams are involved in which deal stages
- Compare your deal stages against the Midaxo generic stages
- Confirm target origination (advisors, vendors or internally)
- Confirm Diligence and Integration stages
- Some companies track post-integration in the same process or separately
- Build in Governance
- What are the steps associated with each stage?
- What stages could be hidden?
- i.e. Failed Bids or Closed Projects
What’s the best way to do it:
- Align your entire M&A team to streamline deal flow
- Edit Pipeline Stages
- Build governance into each stage
- Create pertinent, hidden stages for closed projects or projects tracked in separate processes (post-close tracking)
Enter Stage Editor

Edit Stage Names/Governance and Hierarchy (Active or Hidden)

Result

Pipeline View
