How to Use ClickUp for Private Equity Deal Management

ClickUp can act as the central system of record for private equity deal teams, helping you streamline sourcing, due diligence, execution, and portfolio management in one unified workspace.

This step-by-step guide walks you through how to replicate the private equity solution shown on the official ClickUp private equity page so your firm can quickly standardize workflows and gain real-time visibility.

Step 1: Set Up Your ClickUp Workspace for Deals

Start by configuring a dedicated private equity area inside ClickUp so every deal and portfolio initiative lives in one place.

Create a Private Equity Space in ClickUp

1. Log into your ClickUp account.

2. Create a new Space named something like Private Equity or PE Deal Room.

3. Choose a color and icon that make the Space easily recognizable for the team.

4. Configure Space-level settings for sharing, permissions, and default views (List, Board, Table).

This Space becomes the home for your deal pipeline, fundraising tasks, portfolio workstreams, and internal operations.

Organize Core Deal Folders in ClickUp

Inside the new Space, create Folders that mirror the lifecycle your firm follows:

• Deal Sourcing – inbound opportunities, proprietary outreach, banker relationships.

• Evaluation & Screening – quick screens, IC memos, high-level fit checks.

• Due Diligence – technical, commercial, financial, legal, and ESG workstreams.

• Deal Execution – SPA/APA work, financing, closing checklist, approvals.

• Portfolio Management – 100‑day plans, value creation, reporting cadences.

Each Folder in ClickUp will contain Lists that break work into deals and workstreams, plus custom views tailored for partners, associates, and operating teams.

Step 2: Build a Dynamic Deal Pipeline in ClickUp

Next, design a pipeline that captures every opportunity consistently so partners always see an up-to-date pipeline view in ClickUp.

Configure Pipeline Stages With Custom Statuses

1. In the Deal Sourcing Folder, create a new List called Deal Pipeline.

2. Open List settings and define custom statuses that match your firm’s process, for example:

   • New Lead

   • Initial Screen

   • IC Review

   • Diligence

   • Term Sheet

   • Signed / Closed

   • Lost / Passed

3. Switch the primary view to Board so each deal appears as a card moving across stages.

This gives your investment committee a real-time, Kanban-style deal board inside ClickUp that mirrors the interface showcased on the private equity solution page.

Add Custom Fields for Deal Intelligence in ClickUp

To standardize how your team captures deal data, add Custom Fields to your Deal Pipeline List such as:

• Sector / Subsector

• Geography

• Deal Source (banker, proprietary, conference)

• Estimated EV / Revenue / EBITDA

• Ownership Type (majority, minority, growth)

• Probability of Close

• Target Close Date

These fields align with the structured data approach used by the private equity demo and allow you to filter, sort, and report from ClickUp without spreadsheets.

Step 3: Use ClickUp to Run Due Diligence

The solution page highlights how firms coordinate diligence across functions; you can recreate this inside ClickUp using Lists, tasks, and dependencies.

Create Diligence Workstream Lists

1. In the Due Diligence Folder, create Lists for each main workstream, such as:

   • Commercial Diligence

   • Financial Diligence

   • Legal & Regulatory

   • Technology / Product

   • HR & Org

2. Within each List, add tasks for specific analyses, data requests, and deliverables.

3. Use task templates in ClickUp so every new deal automatically inherits the same standardized diligence checklist.

Manage Owners, Deadlines, and Dependencies

Assign tasks in ClickUp to internal team members, external advisors, and operating partners. For each task:

• Set Assignees to indicate clear ownership.

• Add Due Dates aligned with the IC timeline.

• Use Dependencies to show which tasks must be completed before others (for example, data room upload before model build).

• Attach relevant files or data room links directly to tasks.

By mirroring the orchestration shown on the private equity product page, you can keep every contributor aligned through the same ClickUp workspace.

Step 4: Build an Investor-Ready Deal Room in ClickUp

Partners often need an executive-level dashboard of each deal. You can create this with Dashboards and high-level views in ClickUp.

Create Executive Dashboards

1. Navigate to the Dashboards area in ClickUp.

2. Create a new Dashboard named Investment Committee or Deal Room.

3. Add widgets that pull from your Deal Pipeline and Diligence Lists, such as:

   • Deal cards grouped by stage.

   • Charts showing deal volume by sector, geography, or source.

   • Tables listing key metrics like EV, probability of close, and target close date.

   • Task progress by diligence workstream.

This recreates the high-level analytics highlighted in the ClickUp private equity solution so leaders can review everything in a single view.

Standardize IC Materials in ClickUp

For each live opportunity, create a Doc in ClickUp that serves as the central IC memo. Within the Doc:

• Embed tables for key financial metrics.

• Link directly to pipeline and diligence tasks.

• Tag stakeholders and capture comments inline.

Because Docs, tasks, and Dashboards all exist together, your deal room becomes fully connected across the ClickUp platform.

Step 5: Use ClickUp for Portfolio Value Creation

The solution emphasizes portfolio operations, not just deals. Extend your implementation of ClickUp into ongoing value creation and reporting.

Track 100-Day Plans and Value Levers

1. In the Portfolio Management Folder, create a List for each portfolio company.

2. Within each List, build tasks representing initiatives such as pricing, sales force effectiveness, or digital transformation.

3. Use Custom Fields and tags to categorize tasks by value lever and owner function.

4. Monitor progress using Portfolio Dashboards that roll up all company Lists.

This mirrors the operating workflows shown in the ClickUp private equity materials and gives operating partners a consistent way to manage value creation plans.

Standardize Reporting Cadences in ClickUp

Set up recurring tasks in ClickUp for:

• Monthly financial reporting.

• Quarterly board materials.

• Operating KPI reviews.

Attach templates, define assignees, and keep comments inside the same tasks so that each reporting cycle becomes predictable and auditable.

Step 6: Enhance Your ClickUp Setup With Expert Help

Implementing a full private equity workspace in ClickUp is faster when you start from a proven structure and best practices.

• Use the layouts, fields, and dashboards highlighted on the official ClickUp private equity solution page as your reference blueprint.

• If you want done-for-you implementation or advanced automation, consider working with a specialist consultancy such as Consultevo to tailor ClickUp to your firm’s unique deal and portfolio model.

With a thoughtfully designed workspace, your team can centralize every deal, diligence workstream, and portfolio initiative inside ClickUp, gaining the unified visibility and collaboration layer that modern private equity operations require.

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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