Multi Select Field containing:
Prospect - Loan Operations
Churned - Loan Operations
And if it makes sense, add these:
Not Applicable- Fund Admin
Not Applicable- Cap Table
Not Applicable- Loan Operations
You should have a deal for each of the instances above, if they win, you'd have a trigger updating the multi-select field. If they churn, which I think would be captured on the Opportunity*, you would show the churn date there.
Or you could set up a Custom Object but that feels like overkill unless you need to capture information that is not found on the Opportunity*.
