We believe in
i.
Simple deal tracking.
ii.
Opinionated about stages and reporting.
iii.
One-click sharing with your board, CFO, and team.
Why dealboard exists.
We kept watching the same thing happen.
A small sales team picks a full-featured CRM. At first, it feels like the responsible choice. Then they spend weeks configuring stages, custom fields, lead scoring, sequences, dashboards, and reports.
A few months later, half of that setup is wrong, unused, or too complicated to keep current. The team quietly stops logging in.
So they go back to a spreadsheet.
That works for a while. Spreadsheets are flexible, familiar, and easy to start. But eventually the founder needs to send a pipeline update to a board member, investor, manager, or partner, and the spreadsheet turns into a weekend project.
The data is technically there. But it takes too much work to turn it into a clear, honest view of what is actually happening, without overstating or understating the pipeline.
The middle ground.
Dealboard is built for that gap.
It is not a spreadsheet pretending to be a sales tool. It is not a full CRM packed with features most small teams do not need.
It is a simple, opinionated deal tracker for founders, salespeople, business development teams, and small companies that want to know what is in the pipeline without turning sales tracking into a software implementation project.
Built with opinions.
Dealboard makes a few decisions for you.
The stages are set. The probabilities have sensible defaults. The reports focus on the numbers people actually ask for: how much is in the pipeline, what is likely to close, and where each deal stands.
You add a deal, jot down notes, move it across stages, and Dealboard does the math.
Less setup. Less interpretation. Turnkey and out of your way.
Like Carta for deals.
Carta helped standardize cap tables.
Before Carta, every startup had its own spreadsheet, its own formulas, its own version of the truth, and its own nervous conversations about whether the numbers were right. Carta gave founders, investors, lawyers, and advisors a shared way to look at the same information.
We think sales pipelines need more of that. A founder, board member, CFO, manager, and sales rep should be able to look at the same pipeline and understand it quickly. The stages should mean something. The probability math should be consistent. The reports should be clear enough to share without a cleanup project.
Sales will always involve judgment. People will still be optimistic. Deals will still slip, surprise you, or disappear. But the system should make the pipeline easier to understand, not harder. And that is what we are working on. We would love you to check it out and see if it suits you.