FIG. 03·BANKER · EXCEL

The live deal pipeline

Deals move every day. The pipeline on the shared drive is already a day old.

1. 01

   Open the pipeline workbook you refresh each morning.

2. 02

   Ask Excelsior to update stages, exposure, and next steps from the notes you pasted in.

3. 03

   Ask it to flag deals with missing covenants or stale dates.

4. 04

   Walk the top five rows before the client call.

A pipeline you trust in the room.