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A deal is only useful if you can return to it
The first saved deal should capture the property, assumptions, open diligence questions, financing path, team needs, and the next decision. Saving is not paperwork; it is how you stop restarting from memory.
Track only what helps the next action. If the deal is alive, keep it in the workflow board. If it is dead, keep the reason so your next search gets sharper.
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Open the workflow board
Keep your first serious deal visible alongside its assumptions and next steps.
Track the deal