Articles on: Member management

Adding deal room members and collecting member applications

How to add network members or investment partners, team members and other people to my deal room?

You can add members to your deal room when you go to the ‘Members’ section and click ‘Add Member’. You need to fill in their email address and choose which access group you want to add them to. Optionally, you can write a personal message that will be included in the invitation email they will receive. They can join your deal room by going on the link in the invitation email. If you don't want to send an invite to the member immediately, you can untick the "Send invitation to member" checkbox and send them an invitation at any point in time in the future using the 'Invite to deal room' action available in the members list next to the member.

If you need to invite a large number of team members, you don't have to add them one by one. Instead, you can send them a dedicated link for joining the deal room. You can find the link when you go to your deal room settings, open the 'Links' tab and scroll down to 'Member application' section. Copy the link of the member group you want to invite them to join.  If you cannot find the link for a group you have created, go to the 'Members' section of the deal room, open the menu from the arrow in the right top corner of your members list, choose 'Groups setup' and make sure that application link is enabled for that group.

You could also import a large number of members. For importing deal room members, you should go to the deal room Settings, open ‘Export / Import’ tab and go to the ‘Import' section. From there you can import an Excel file with the list of your members. The file must include separate columns for: first name, last name, email, access. Access refers to the member group you want to add the person to. After importing members, you need to send them invitations from the members list. If you don't want to send the invites one by one, you can use the status filter 'Not invited', select all members that match the filer and choose 'Invite to deal room' from the Actions menu that appears on top of the members list.
Example of the import file

You can learn more about adding and managing members from this video.

Can I collect member applications (from people who are interested in joining my investor group/network) with the help of Dealum? How can I see the profiles of my deal room members (investors)?

To collect applications from potential members, you can set up a separate member group for them that would have no access to companies in the deal room or other internal deal room data. It's also recommended to tick the 'Investor profile' requirement for that group. After receiving and reviewing a profile of a potential member, you can move them to a member group that has access to deal room content.

To put a link for joining your deal room on your website, activate and copy the application link of the relevant member group. When the application link is active, you can also preview the member application form using the link ('Preview the application form') that appears in the same dialogue below.

If the 'Investor profile' checkbox is ticked for a specific member group in 'Member groups setup', then people who're joining that member group are required to create an investor profile. Their profiles include information about their investment background/experience and investment interests. You can also ask them to provide other kind of additional information. To set up a custom application form for a certain member group, please get in touch with our support. You can see the profiles of your deal room members when you go to the 'Members' section in your deal room and click on names of members.

Updated on: 20/04/2022

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