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WSO Free Modeling Series - Now Open Through
July 31, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
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Dealpath
AtlasX
Pipeline or process? For pipeline Excel is more than enough. It’s just a list of pursuits. For executing on that list there are better options.
We use Dealpath and it is 100% overkill for what we really need. I would much rather have a simple excel sheet we can customize.
Google sheets and Salesforce
Pipedrive - overkill for most, but we pursue a million deals at a time. Quantity over quality (I hate it here)
While there are many software options out there, excel is still the most useful.
Airtable is the most efficient option - cheap and more dynamic than excel.
We switched over 6 months ago and it’s a game changer.
We use AtlasX, but there are aspects of Dealpath I find really intriguing.
Custom Salesforce thing and it blows ass (it actually works perfectly fine but I do not enjoy it)
Anyone use Northspyre?
Excel, handwritten notes, and my own memory. Guess I am becoming one of the old guys in the industry.
My guess is that focus on actually doing the work, instead of finding technology that barely helps around the margins, means you actually do a way better job than most
Have used a variety of pipeline tools throughout my career. The only answer is Excel.
That is, unless you like inputting something into salesforce (more arduous than excel) only to then export it to excel and still need to format it....
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