Skip to main content

​
Pipeline Management

Roulette uses customizable statuses to organize companies through your investment pipeline. Each team can define their own stages to match their unique deal flow process.

​
Company Statuses

Statuses represent the stages in your investment pipeline. Common examples include:
1

Initial Review

First look at inbound opportunities
2

Deep Dive

Detailed analysis of promising companies
3

Partner Meeting

Presented to the partnership
4

Due Diligence

Active due diligence process
5

Term Sheet

Negotiating investment terms
6

Closed

Investment completed
7

Passed

Decided not to invest

​
Status Properties

Each status has the following properties:
PropertyTypeDescription
idUUIDUnique identifier
status_textstringDisplay name
colorstringHex color code (e.g., #3B82F6)
rankintegerOrder in the pipeline
Statuses are managed through the Roulette web application. The API provides read access to statuses via the company company_status embedded object.

​
Pipeline Visualization

The Kanban view in Roulette displays companies organized by status: 
┌─────────────┐  ┌─────────────┐  ┌─────────────┐  ┌─────────────┐
│  Initial    │  │  Deep Dive  │  │  Partner    │  │   Closed    │
│  Review     │  │             │  │  Meeting    │  │             │
├─────────────┤  ├─────────────┤  ├─────────────┤  ├─────────────┤
│ Company A   │  │ Company C   │  │ Company E   │  │ Company G   │
│ Company B   │  │ Company D   │  │ Company F   │  │             │
│             │  │             │  │             │  │             │
└─────────────┘  └─────────────┘  └─────────────┘  └─────────────┘

​
Moving Companies Between Statuses

Update a company’s status by setting its company_status_id: 
curl -X PATCH "https://www.useroulette.com/api/v1/companies/{company_id}" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "company_status_id": "new-status-uuid"
  }'

​
Filtering by Status

You can filter companies by their pipeline status: 
curl -X GET "https://www.useroulette.com/api/v1/companies?company_status_id=status-uuid" \
  -H "Authorization: Bearer YOUR_API_KEY"
Use company_status_id=no_status to find companies that haven’t been assigned to any pipeline stage yet.
Lower rank values appear earlier in the pipeline. The dashboard provides a pipeline summary with counts per status.

Companies API

List and filter companies

Dashboard API

Get pipeline analytics