How to Track Peer Investments in ClickUp

Using ClickUp, you can build a simple yet powerful workspace to track peer investments, manage deal details, and keep all investor communication organized in one place. This guide walks you through setting up the structure, fields, and views you need so you can follow every deal from first contact to exit.

The steps below are based on the Peer Investment Tracking template and the AI Agent workflow shown on the official ClickUp Peer Investment Tracking page.

Step 1: Create a Workspace Structure in ClickUp

Start by organizing where your investment data will live in ClickUp so your team can quickly find any deal or investor.

1. Create a Space dedicated to investments, for example, “Peer Investments”.

2. Inside the Space, add a Folder such as “Investment Pipeline”.

3. Within the Folder, create a List for your active investments, such as “Active Deals”.

This structure keeps all investment records in one clear hierarchy and gives your AI Agent a consistent context to work with.

Step 2: Add Custom Fields for Investment Data in ClickUp

Custom Fields in ClickUp let you store the exact information you need for each investment. Configure fields for amounts, dates, and key deal properties so you can search, sort, and report easily.

Essential ClickUp Custom Fields

On your main investment List, open the Custom Fields panel and add fields similar to these:

• Deal Name (Text) – name of the company or project.

• Investor Name (Text) – primary contact or investing entity.

• Investment Amount (Currency) – amount committed or invested.

• Ownership Percentage (Number or Percent) – share of equity or token allocation.

• Valuation (Currency) – pre-money or post-money valuation at the time of investment.

• Stage (Dropdown) – idea, seed, Series A, growth, or another stage you track.

• Close Date (Date) – when the investment was finalized.

• Exit Status (Dropdown) – active, partial exit, full exit, written off.

Attach any documents, pitch decks, or contracts directly to each task to centralize due diligence records.

Step 3: Configure Statuses and Stages in ClickUp

Statuses in ClickUp show exactly where each opportunity sits in your investment pipeline. Use them to model how a deal moves from first contact to close and beyond.

Suggested ClickUp Statuses for Deals

In List Settings, configure a straightforward set of statuses such as:

• New – recently added deal or referral to review.

• Screening – early research and high-level evaluation.

• Due Diligence – deep dive into metrics, team, and legal documents.

• Term Sheet – term sheet sent or under negotiation.

• Funded – investment is committed and money is deployed.

• Monitoring – actively tracking performance and updates.

• Exited – investment concluded with a liquidity event.

• Closed – No Go – deal passed or not moving forward.

This status flow works well with the Peer Investment Tracking template and gives the AI Agent clear signals about where to focus attention.

Step 4: Build Helpful ClickUp Views

ClickUp Views allow you to see your investment data from multiple angles. Set up several Views so team members and AI Agents can quickly filter by stage, amount, or performance.

Core ClickUp Views for Investors

• Table View – shows all custom fields in a spreadsheet-style layout. Use this to sort by investment amount, valuation, or ownership percentage.

• Board View – group by Status to visualize the pipeline and drag deals from one stage to another.

• List View – displays key fields with a simple layout for quick scanning.

• Calendar View – map close dates, follow-up reminders, and key milestones across your portfolio.

Filter and save Views for different purposes, such as “Deals Closing This Month” or “Largest Active Positions”, so your investment workflow in ClickUp stays focused and efficient.

Step 5: Use ClickUp AI Agents for Investment Tracking

AI Agents extend ClickUp so you can automate information collection, summarization, and follow-up tasks around your deals. They work on top of your existing Lists, fields, and Views.

What a ClickUp AI Agent Can Do

After your Peer Investment Tracking setup is in place, configure an AI Agent to:

• Monitor new or updated deals and surface high-value opportunities.

• Summarize long documents like pitch decks or investor reports into short briefs.

• Generate follow-up task suggestions after meetings or status updates.

• Answer portfolio questions based on the data stored in your ClickUp List and Custom Fields.

The better organized your data is, the more accurate and useful the AI Agent becomes for your team.

Step 6: Standardize Data Entry in ClickUp

Consistent data entry ensures that filters, grouping, and AI analysis remain accurate. Define a standard process so every new deal in ClickUp includes the same baseline information.

Create a New Deal Checklist in ClickUp

Turn your process into a reusable task template with subtasks or a simple checklist like:

1. Enter Investor Name, Deal Name, and Stage.

2. Add Investment Amount, Ownership Percentage, and Valuation.

3. Attach pitch deck and key documents.

4. Set Close Date and first follow-up reminder.

5. Assign an owner responsible for communication.

Save this as a task template so every new investment in ClickUp starts with the same structured data.

Step 7: Analyze Portfolio Performance in ClickUp

Once your List is populated, use ClickUp filters, sorting, and calculated columns to understand your peer investment portfolio at a glance.

Ways to Analyze Data

• Sort by Investment Amount to surface your largest positions.

• Filter by Stage or Exit Status to see where capital is concentrated.

• Group by Investor Name to understand exposure across peers.

• Use formulas or rollups (if you have nested structures) to approximate totals or averages.

Because your information is centralized in ClickUp, you can quickly answer portfolio questions without digging into separate spreadsheets or inboxes.

Enhance Your Investment Setup Beyond ClickUp

To go even deeper with automation, reporting, and integration, you can pair ClickUp with specialized implementation services. For example, Consultevo helps teams design optimized workflows, advanced automations, and analytics dashboards tailored to complex investment operations.

Combining a carefully structured workspace, strong data hygiene, and AI Agents powered by ClickUp gives you a scalable system for tracking peer investments from first meeting to final exit.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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