A strong sourcing pipeline is more than a list of companies. It is a living ecosystem of signals, notes, conviction, timing and collaboration. Pesql’s watchlists and automations turn this ecosystem into an organised, intelligence-driven workflow that keeps your pipeline warm and your team aligned.

This guide shows you how to turn Pesql into a central operating system for origination.

Build your watchlists with intent

A watchlist is the foundation of your pipeline. As you explore the Discovery Feed or dive into company profiles, add companies that catch your attention—whether they’re high-momentum, thesis-aligned or simply “early interesting.”

As your list grows, enrich each entry with tags or quick notes. For example: “meeting scheduled,” “priority outreach,” “monitor,” or “flag for partner.” These small inputs give structure to your pipeline and make it easier to triage during dealflow meetings.

Over time, you’ll find it helpful to maintain several lists: one for each thesis, one for early prospects, and one for near-term fundraising candidates.

Use your watchlist page as a source of truth

Navigating to a watchlist gives you an immediate snapshot of what matters: score movements, momentum changes, and the relative strength of each company in your pipeline. This page becomes your home base for prioritisation.

As companies move up or down in Heat, Growth or Fundraising Probability, you will know exactly which ones deserve action and which ones can wait. It eliminates the guesswork of deciding where to focus attention each cycle.

Layer automations to stay ahead of timing

Pipeline quality often depends on timing, and timing is where automations shine.

Set automations that notify you when a company crosses a fundraising threshold, experiences a hiring surge, or shows sudden momentum. Link these triggers to your watchlists so you are alerted the moment a prospect becomes active.

Many analysts operate with a simple system:

• Real-time alerts for fundraising probability shifts
• Daily updates for fast-moving theses
• Weekly rollups for IC preparation or partner syncs

This keeps your pipeline warm without requiring constant manual scanning.

Connect your pipeline to your CRM (or keep it all inside Pesql)

If your team uses a CRM, you can mirror your Pesql pipeline externally or use export workflows when preparing for partner meetings. Many teams choose to keep early-stage pipeline inside Pesql because it is more dynamic and reflective of momentum.

When companies become active deals—or reach a stage where structured follow-up is needed—you can export their profile or signal summary directly into your CRM workflow. This ensures no company slips between systems.

For teams without a CRM, watchlists + automations become your de facto pipeline engine, replacing scattered spreadsheets or manual tracking.

Work from a clean weekly rhythm

The best-performing analysts follow a simple cadence to stay on top of pipeline health:

Early week
Review fast movers and new high-probability fundraisers. Add top candidates to watchlists.

Midweek
Revisit your watchlists. Check for companies gaining or losing momentum. Refine notes and tags.

End of week
Export a quick pipeline report for partner review. Share high-conviction updates or opportunities surfaced by automations.

This rhythm keeps your sourcing pipeline consistently fresh—without requiring heavy admin work.

Turn watchlists into a collaborative workspace

Shared watchlists let your entire team work from a single pipeline. Partners can review notes, see your prioritisation, and watch signals evolve in real time. Analysts can tag each other, refine filters, or add new opportunities discovered during the week.

This collective workflow removes the friction of fragmented spreadsheets and builds alignment around what “good” looks like inside your thesis.

A structured pipeline, powered by intelligence

Managing pipeline in Pesql is about creating structure while allowing momentum signals to guide your attention. With watchlists for organisation, automations for timing, and CRM paths for progression, you create a system that supports fast sourcing and clear decision-making.

Over time, your pipeline becomes a living intelligence layer—continuously shaped by your thesis, enriched by your interactions, and sharpened by the platform’s predictive signals.