Adding companies to a deal room and getting company applications
How can I add companies to my deal room?
How can I add companies from one deal room to another?
What do different application sources shown in funnel/on company applications mean?
How can I hand over data that has been entered/imported about a company when I invite the company to the deal room?
Companies can apply through your deal room’s application link. You can get this link when you go to deal room settings > Links and copy the link from the "Company application" section.
You can invite companies individually by using the "Invite Company"/"Add Company" button at the top of your funnel view. Invited companies will receive an email invitation to apply to your deal room.
You can let companies on Dealum that match your deal room's interests apply to your deal room by turning on deal room discoverability.
Users who have full edit companies access in the deal room can add company applications to the deal room also without sending invitations to the companies. This can be done by deselecting "Send invitation to company" in the "Add company" dialogue. These companies can later be invited to submit an application if needed by using "Invite company to deal room" action in the funnel.
Companies can be added to your personal deal room or any other deal room where you have full edit companies access from other deal rooms, e.g. from event, competition, accelerator and investor group deal rooms.
Companies can be added to your deal room from the shareable company page or funding round page link if someone has shared such link with you.
Admins with full settings access could also import a large amount of company applications with an Excel file. For that, go to the deal room’s Settings > Export/Import tab > Import company applications > “Upload file”. The file must include separate columns for: name, step, email, first name, last name. Step refers to the funnel step you want to add the company to. Please note that the step name in the file has to precisely match the name of your funnel step. Email, first name, and last name refer to the primary contact of that company.
After importing company applications, you can send them invitations from the Funnel page. If you don't want to send the invites one by one, you can use the status filter "Not invited", select all applications that match the filter, and choose "Invite to deal room" from the Actions menu that appears on top of the applications list.
You can add companies to deal rooms where you have full edit companies access. To do that:
find the company application in the source deal room
open the All actions menu of the company application
choose “Share”
choose “Add to another deal room”
choose the right deal room from the dropdown
optionally tick the “Join funding round” checkbox (read more below)
optionally enter a comment you want to add to the application that will be created in the target deal room
optionally tick the “After adding, open the company in target deal room” checkbox
click “Add”
If a funding round has been created for that application, you can also choose whether you want to share the funding round with the deal room you’re adding the company to. For that, tick the “Join funding round” checkbox.
If the deal room you’re adding the company to is joining the funding round, you can optionally give it the round lead rights by ticking the “Make deal room round lead” checkbox (possible only when you already have the round lead rights in the funding round). When the deal room is given the round lead rights, members of that deal room who have "View companies and create funding rounds" or higher companies access will have the same rights as anyone else who has been assigned as the round lead in that funding round.
It is also possible to add multiple companies to another deal room at once when you have full edit companies access in both deal rooms. For that:
select all companies you want to add to the other deal room
open the Actions menu that appears on top of the funnel
choose “Add to another deal room”
choose the right deal room from the dropdown
optionally enter a comment you want to add to the application that will be created in the target deal room
click "Add"
It is not possible to share funding rounds when using the multi-action for adding companies to another deal room.
When you add a company to another deal room, only the company’s answers to the questions that are activated in the target deal room will become visible on the application that is created in that deal room (in case they have been provided by the company).
The application will not be removed from the source deal room when you add it to another deal room.
Company page – the company was added to your deal room from the company’s shareable Dealum page (somebody must have shared the link with you).
Application link – company applied to your deal room using (one of) the application link(s) you have activated in your funnel and shared with companies (on your website, in emails or via any other channel).
Discover – company applied to your deal room through a recommendation on Dealum platform (you have enabled deal room discoverability).
Invitation – the company applied via email invitation they received from your deal room (someone from your deal room invited the company using the ‘Add company’/’Invite company’ action) or the company has been added by a deal room member who has full edit companies access and has not been invited yet.
Funding round page – the company was added to your deal room (together with a funding round) by a deal room member (who has full edit companies access) when joining an existing funding round via funding round page that was shared with them.
Another deal room (name of the deal room would be shown as the source) – a deal room member with full edit companies access added the company to your deal room from another deal room they’re a member of.
Please note that the application source is shown in the funnel view only in inbox type of funnel steps. You can find the source of applications that are in different type of steps from the right sidebar of the single application view.
You can hand over data that has been imported about a company or added using the ‘Edit answers’ option when you invite the company to the deal room (the company has not previously applied to your deal room). To do that:
locate the company application in your funnel
open the All actions menu of the application
choose “Invite to deal room”
tick the “Answers provided by the deal room will be handed over to the company when it accepts invitation” checkbox
optionally add a personal message to the invitation email the company will receive
click “Send invitation”
If you choose to hand over the data when inviting the company, then the entered information will be pre-filled in the application form when the company accepts the invitation.
Please note that you will lose control over the entered information and the company will be able to change it.
After the company has accepted the invite, you will still be able to add internal information to the company application in your deal room using the "Edit answers" mode. The information you add after the company has accepted the invite won’t be seen or edited by the company.
How can I add companies from one deal room to another?
What do different application sources shown in funnel/on company applications mean?
How can I hand over data that has been entered/imported about a company when I invite the company to the deal room?
How can I add companies to my deal room?
Companies can apply through your deal room’s application link. You can get this link when you go to deal room settings > Links and copy the link from the "Company application" section.
You can invite companies individually by using the "Invite Company"/"Add Company" button at the top of your funnel view. Invited companies will receive an email invitation to apply to your deal room.
You can let companies on Dealum that match your deal room's interests apply to your deal room by turning on deal room discoverability.
Users who have full edit companies access in the deal room can add company applications to the deal room also without sending invitations to the companies. This can be done by deselecting "Send invitation to company" in the "Add company" dialogue. These companies can later be invited to submit an application if needed by using "Invite company to deal room" action in the funnel.
Companies can be added to your personal deal room or any other deal room where you have full edit companies access from other deal rooms, e.g. from event, competition, accelerator and investor group deal rooms.
Companies can be added to your deal room from the shareable company page or funding round page link if someone has shared such link with you.
Admins with full settings access could also import a large amount of company applications with an Excel file. For that, go to the deal room’s Settings > Export/Import tab > Import company applications > “Upload file”. The file must include separate columns for: name, step, email, first name, last name. Step refers to the funnel step you want to add the company to. Please note that the step name in the file has to precisely match the name of your funnel step. Email, first name, and last name refer to the primary contact of that company.
After importing company applications, you can send them invitations from the Funnel page. If you don't want to send the invites one by one, you can use the status filter "Not invited", select all applications that match the filter, and choose "Invite to deal room" from the Actions menu that appears on top of the applications list.
How can I add companies from one deal room to another?
You can add companies to deal rooms where you have full edit companies access. To do that:
find the company application in the source deal room
open the All actions menu of the company application
choose “Share”
choose “Add to another deal room”
choose the right deal room from the dropdown
optionally tick the “Join funding round” checkbox (read more below)
optionally enter a comment you want to add to the application that will be created in the target deal room
optionally tick the “After adding, open the company in target deal room” checkbox
click “Add”
If a funding round has been created for that application, you can also choose whether you want to share the funding round with the deal room you’re adding the company to. For that, tick the “Join funding round” checkbox.
If the deal room you’re adding the company to is joining the funding round, you can optionally give it the round lead rights by ticking the “Make deal room round lead” checkbox (possible only when you already have the round lead rights in the funding round). When the deal room is given the round lead rights, members of that deal room who have "View companies and create funding rounds" or higher companies access will have the same rights as anyone else who has been assigned as the round lead in that funding round.
It is also possible to add multiple companies to another deal room at once when you have full edit companies access in both deal rooms. For that:
select all companies you want to add to the other deal room
open the Actions menu that appears on top of the funnel
choose “Add to another deal room”
choose the right deal room from the dropdown
optionally enter a comment you want to add to the application that will be created in the target deal room
click "Add"
It is not possible to share funding rounds when using the multi-action for adding companies to another deal room.
When you add a company to another deal room, only the company’s answers to the questions that are activated in the target deal room will become visible on the application that is created in that deal room (in case they have been provided by the company).
The application will not be removed from the source deal room when you add it to another deal room.
What do different application sources shown in funnel/on company applications mean?
Company page – the company was added to your deal room from the company’s shareable Dealum page (somebody must have shared the link with you).
Application link – company applied to your deal room using (one of) the application link(s) you have activated in your funnel and shared with companies (on your website, in emails or via any other channel).
Discover – company applied to your deal room through a recommendation on Dealum platform (you have enabled deal room discoverability).
Invitation – the company applied via email invitation they received from your deal room (someone from your deal room invited the company using the ‘Add company’/’Invite company’ action) or the company has been added by a deal room member who has full edit companies access and has not been invited yet.
Funding round page – the company was added to your deal room (together with a funding round) by a deal room member (who has full edit companies access) when joining an existing funding round via funding round page that was shared with them.
Another deal room (name of the deal room would be shown as the source) – a deal room member with full edit companies access added the company to your deal room from another deal room they’re a member of.
Please note that the application source is shown in the funnel view only in inbox type of funnel steps. You can find the source of applications that are in different type of steps from the right sidebar of the single application view.
How can I hand over data that has been entered/imported about a company when I invite the company to the deal room?
You can hand over data that has been imported about a company or added using the ‘Edit answers’ option when you invite the company to the deal room (the company has not previously applied to your deal room). To do that:
locate the company application in your funnel
open the All actions menu of the application
choose “Invite to deal room”
tick the “Answers provided by the deal room will be handed over to the company when it accepts invitation” checkbox
optionally add a personal message to the invitation email the company will receive
click “Send invitation”
If you choose to hand over the data when inviting the company, then the entered information will be pre-filled in the application form when the company accepts the invitation.
Please note that you will lose control over the entered information and the company will be able to change it.
After the company has accepted the invite, you will still be able to add internal information to the company application in your deal room using the "Edit answers" mode. The information you add after the company has accepted the invite won’t be seen or edited by the company.
Updated on: 08/09/2023
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