Migrate from GP Flow to Pipedrive

GP Flow investor profiles map directly to Pipedrive People. The investor's name, email, phone, and contact details transfer as standard Person fields. Accreditation status, KYC flags, and risk‑tolerance data migrate as custom fields on the Person record since Pipedrive has no native investor‑suitability model.

Each GP Flow fund or offering becomes a Pipedrive Deal. The offering name maps to Deal Name, the target raise amount maps to Amount, and the offering status (open, closed, funded) maps to a Pipedrive Stage value in a dedicated pipeline. Fund type (equity, debt, hybrid) migrates as a custom pick-list field.

GP Flow capital commitment records — the amount an investor agrees to contribute to a specific fund — have no native Pipedrive equivalent. We create a Commitment_Amount__c custom field on the Deal object. If multiple investors have commitments on a single offering, we surface the aggregate as the Deal Amount and note individual commitments in Activity records.

GP Flow tracks which investors are committed to which funds — an N:M relationship. Pipedrive handles this by linking the Person (investor) to the Deal (offering) via Pipedrive's built-in Person‑Deal association, and by storing the relationship metadata (commitment date, commitment status) as custom fields on the association.

GP Flow deal rooms group investor‑sponsor interactions, documents, and activity around a specific offering. Pipedrive has no deal‑room concept, so we decompose it into the parent Deal, Activity records for each interaction, Notes for document references, and Files for attachments. A custom field Deal_Room_URL__c preserves a reference link to the original GP Flow deal room for audit purposes.

GP Flow capital calls — formal requests for investors to wire funds on a schedule — have no Pipedrive equivalent. We map them to Activity records of type 'Task' with the call amount and due date in custom fields, and a Note containing the full capital call memo. Your Pipedrive admin can use Automations to trigger reminders when capital call due dates approach.

GP Flow stores investor accreditation status, KYC document references, and accreditation expiration dates. We migrate these as KYC_Status__c (pick-list), Accreditation_Type__c (text), and Accreditation_Expires__c (date) custom fields on the Person record. The actual document files are preserved in Pipedrive Files attached to the Person.

GP Flow stores bank account details and wire instructions for capital transfers. Pipedrive does not support payment or banking fields. We preserve wire instructions as an encrypted Note on the Organization (sponsor) record, flagged with a custom field Payment_Info_Preserved__c so your team knows where to find the original details.

GP Flow documents attached to investor profiles or deal rooms re-upload to Pipedrive Files attached to the corresponding Person or Deal record. File size limits of 100MB per file apply in Pipedrive. Inline images in documents are extracted and rehosted as standalone Files.

GP Flow fund stages (e.g., 'Structuring', 'Open for Investment', 'Closed', 'Funded') map to Pipedrive Deal stages within a dedicated 'Fund Offerings' pipeline. Each GP Flow stage maps value‑by‑value to a Pipedrive Stage name and probability percentage agreed upon during the planning phase.

GP Flow owner assignments on investor profiles, funds, and deal rooms resolve by email match to existing Pipedrive users. Unmatched owners are flagged before migration and assigned to a fallback Pipedrive user or a placeholder until your admin provisions the correct accounts.

GP Flow workflow rules governing investor onboarding sequences, capital call reminders, and document routing do not migrate. FlitStack exports the full rule definitions — triggers, conditions, and actions — as a structured document your Pipedrive admin uses to rebuild equivalent Automations in Pipedrive's automation engine.