---
title: "6 Network Project Management Funnels | Findem"
description: "Explore six Kanban workflows for VC platform teams to organize sourcing, diligence, community, hiring, sales, and fundraising with customizable status fields."
url: "https://www.findem.ai/blog/network-project-management-kanban-funnels"
---

# 6 funnels that simplify network project management with Kanban

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Elan Keshen

Director of Product Marketing, Funds and Networks

September 9, 2025

Your most valuable asset is who you know.

[See Findem for fund platforms](https://www.findem.ai/solutions/vc-pe-platform) [Request a demo](https://www.findem.ai/request-demo)

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Managing relationships has always been messy. Deals in one spreadsheet, talent intros in Slack, investor notes in email. Hard to track, harder to scale.

That’s why we offer **a Kanban view and customizable status fields**. They make it simple to turn your network into structured workflows—visual, trackable, and easy to manage across your team.

Watch this video overview and follow along with the examples below.

Here are six ways top VCs are already using them:

## 1. Sourcing funnel: Turn relationships into deal flow

Use Kanban to visualize where founders sit in your sourcing pipeline.

- **Awareness → Engagement**
- Instead of scattered signals, you’ll see every founder in motion, and know exactly who’s warming up for an investment conversation.

💡 _Why it matters:_ No more “Did we follow up with that founder from the event?” You’ll see progress at a glance.

Example - Stay close to the best builders and future founders.

## 2. Diligence funnel: Speed up expert validation

When a deal hits your desk, your network is your best due diligence engine.

- **Expert Pool → Interviewed → Approves / Disapproves**
- Track each expert conversation and avoid repeating outreach.

💡 _Why it matters:_ Faster diligence cycles and cleaner decision-making, without losing context in email threads.

Example - Diligence interviews for a B2C mental health app.

## 3. Community funnel: Grow advocates, not just attendees

Relationships don’t stop at founders. LPs, co-investors, operators—they all matter.

- **Community → Engaged → Advocate**
- See who’s moved from a first coffee chat to being a champion for your fund.

💡 _Why it matters:_ Easy way to identify your true allies and double down on nurturing them.

Example - Build a community of growth experts.

## 4. Talent funnel: Deliver hiring wins without the headaches

[Hiring support](https://www.findem.ai/solutions/vc-pe-platform) is one of the biggest asks from founders. Now it’s manageable.

- **Talent Pool → Intro Made → Hired / Do Not Refer**
- Organize candidate referrals and track outcomes directly in your workflow.

\💡 _Why it matters:_ Save hours on ad-hoc intro requests and prove the value of your platform team with data.

Example - making high quality intros to top eng talent.

## 5. Sales funnel: Open doors for portcos’ GTM teams

Help your companies land their first customers through [structured intros](https://www.findem.ai/products/network-intelligence).

- **Buyers → Warm Intro → Meetings → Closed Won / Closed Lost**
- Kanban makes it simple to see which accounts are in motion and which deals need another push.

💡 _Why it matters:_ A warm intro at the right time can 10x conversion rates. With a clear funnel, nothing slips through.

Examples - Getting portfolio team in front of sales leaders

## 6. Fundraising funnel: Match founders with capital fast

Your LP and co-investor network is gold—treat it like a pipeline.

- **No Data → Interested → Disinterested**
- Keep track of who’s ready to coinvest, who’s not a fit, and where you need more intel.

💡 _Why it matters:_ Founders get quicker answers, and you avoid wasted cycles chasing the wrong capital partners.

Example: track best-fit partners for investment in follow-on rounds.

## Why this works

Every intro, every follow-up, every relationship—it all adds up to fund outcomes. But without structure, value leaks out of your network every day.

With **Kanban + status fields**, Findem turns those scattered asks into **repeatable workflows**:

- Faster diligence ✅
- More visible community building ✅
- Scaled hiring support ✅
- Higher conversion on sales + fundraising intros ✅

Instead of reinventing the wheel each time, you’ll have a system that grows with your network.

Findem activates your fund's network to surface insights and intros up to 8x faster, with one view for filling roles, closing deals and winning markets.

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