M&A Pipeline Template

Our free M&A Pipeline Excel template is based on DealRoom's insights from 100s of acquirers. It allows you to gain in-depth insights, track deals efficiently, and manage your M&A process like a pro. Download now for free.

• Customizable deal pipeline
  Track every opportunity from sourcing to close with clear visibility into deal stage, ownership, and next steps—all in one organized workspace.
• Data-driven prioritization
  Instantly sort and filter by deal size, status, or closing probability so your team knows where to focus and what’s moving fastest.
• Seamless collaboration
  Invite colleagues, investors, and advisors to update deal notes, assign tasks, and flag priority actions—without endless email threads.
• Real-time reporting
  Generate instant summaries and visual dashboards that show progress across your portfolio and upcoming closing timelines.

See how capital moves post-close with our Flow of Funds Template, or prepare for industry-specific reviews using the Manufacturing Due Diligence Checklist.