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# How to build an investment approval pipeline
- URL: https://blog.jestor.com/investment-approval-pipeline/
- Published: 2026-05-30T03:35:18.000Z
- Updated: 2026-05-30T03:35:18.000Z
- Author: Bruno Bannach

An investment approval pipeline is a structured workflow where each proposal goes through stages of analysis, validation, and authorization before being executed — with centralized documentation, approvers defined by value range, and a complete history of each decision. In Jestor, this pipeline is configured without code and can include ERP integrations for the final budget posting.

## Why investments need a formal pipeline

Approving an investment via email or informal meeting is sufficient when the company is still small. With growth, this informality generates risks: undocumented decisions, unrecorded budget commitments, and difficulty tracing what was approved and by whom.

A formal pipeline ensures that each investment is evaluated with the right information and approved by the right people.

## What the absence of a pipeline generates

- Investment proposals without structured analysis
- Budget commitments outside the formal approval cycle
- No traceability between the proposal, the approval, and the accounting entry
- Difficulty comparing competing proposals with standardized criteria
- Revisions and adjustments made via email with no centralized history

## How to build the pipeline in Jestor

- Create an investment proposal process with standardized fields
- Define stages: Proposal > Technical Analysis > Financial Approval > Board Approval > Approved
- Configure thresholds by value range (up to $50K: manager; above: board)
- Link supporting documents directly to the proposal card
- After final approval, automation records the budget commitment in the ERP

## Why Jestor solves this

- Visual pipeline to track each proposal by stage and status
- Docs linked to the card to centralize presentation, spreadsheet, and contract
- Sequential approvals with automatic notifications for each level
- ERP integration to close the budget loop after approval

## FAQ

**Is it possible to compare investment proposals side by side in Jestor?** Yes. The table view allows comparing fields from multiple cards simultaneously.

**Does Jestor record who approved each stage of the investment?** Yes. Each approval is recorded with date, responsible party, and justification in the card history. Learn more at [jestor.com](https://jestor.com/?ref=blog.jestor.com).

**Can I link a budget to the approved investment in Jestor?** Yes. Numeric fields and automations allow tracking budget commitments.

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With Jestor, you can automate workflows, connect departments, and build internal systems your way — all without code and with AI support. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and find out how to take your company's management to a new level of efficiency and integration.