Deal on Desk

- A live investment opportunity currently being evaluated or processed by an investment team.

Scenario:

A growth equity investor receives a confidential information memorandum for a promising fintech startup. The deal is now “on desk” and under active review.

Why This Matters:

Early access secures favorable terms, creates competitive advantage, supports deal flow management.

The Process:

The investment team conducts initial screening, diligence, and internal discussions before deciding to proceed.