Deal room notifications setup
To change your deal room’s notification settings:
go to deal room settings
navigate to the "Preferences" tab
click on "Notifications" in the Setup section
You can choose what notifications and how your members receive about activities in your deal room. It is possible to choose between three settings for each listed activity that can trigger notifications:
The activity has a regular priority, meaning an in-app notification is enabled for deal room members.
"Important" — deal room members will receive a separate email notification every time this activity happens (except for when they're online on the platform).
"Disabled" — deal room members don't receive notifications about this activity.
There are some activities that are marked as "important" by default and cannot be given regular priority. Your members are notified about those activities always via email unless you have disabled those notifications.
Actual notifications your members get may vary from member to member, depending on their access group, participation in deal room activities and personal notifications settings (each user can overwrite the default deal room notifications setting with their personal notifications preferences).
Activities, necessary access levels and other prerequisites for receiving a notification about the activity are explained in the following table.
Round leads can be:
any members who have been given the round lead rights in the specific funding round
members of deal rooms with lead rights who have "full edit" or "view companies and create funding rounds" access to companies in that deal room
Funding round participants are users who have marked funding interest in the round or on whose behalf a funding interest has been added.
* Funding round participants do not receive notifications about funding round related activities if they have marked that they are not interested in the application.
go to deal room settings
navigate to the "Preferences" tab
click on "Notifications" in the Setup section
You can choose what notifications and how your members receive about activities in your deal room. It is possible to choose between three settings for each listed activity that can trigger notifications:
The activity has a regular priority, meaning an in-app notification is enabled for deal room members.
"Important" — deal room members will receive a separate email notification every time this activity happens (except for when they're online on the platform).
"Disabled" — deal room members don't receive notifications about this activity.
There are some activities that are marked as "important" by default and cannot be given regular priority. Your members are notified about those activities always via email unless you have disabled those notifications.
Actual notifications your members get may vary from member to member, depending on their access group, participation in deal room activities and personal notifications settings (each user can overwrite the default deal room notifications setting with their personal notifications preferences).
Activities, necessary access levels and other prerequisites for receiving a notification about the activity are explained in the following table.
| Activity | Notification description | Who receive this notification |
|---|---|---|
| Application discussion | New messages in Application discussion | Members with "full edit access" to companies and members who are following the application |
| Funding discussion | New messages in Funding discussion with the company | The round leads, funding round participants*, and members who are following the application |
| Internal application discussion | New messages in the Internal discussion on a company application | Deal room members who are following the application |
| Funding participants discussion | New messages in Participants discussion | Funding round participants* |
| Company recommendation | Another deal room member has shared a company with the member | Deal room member whom the company was shared with |
| New company application | New company application in the deal room | Deal room members the new company application became visible to |
| Company application assignment | A company application or an application task was assigned to a member | Deal room member whom the application or the task was assigned to |
| New or changed funding interest | A funding interest was marked or changed | Members with "full edit access" or "view companies and create funding rounds" access to companies, funding round participants*, and members who are following the application |
| Revoked funding interest | Member funding interest has been revoked | Members with "full edit access" or "view companies and create funding rounds" access to companies, funding round participants*, and members who are following the application |
| Funding interest on my behalf | Another deal room member with "full edit access" or "view companies and create funding rounds" access to companies added a funding interest on a member's behalf | Deal room member on whose behalf the interest was added |
| Funding round join request | A member requested to join a private funding round | Members with "full edit access" or "view companies and create funding rounds" access to companies |
| Funding round update | Funding round information was changed or new funding round documents were added | Funding round participants* and members who are following the application |
| Company accepted invitation | Company who was invited to apply to the deal room accepted the invitation | Members with "full edit access" to companies and members who are following the application |
| Company updated application | Company updated their information in the application | Members with "full edit access" to companies and members who are following the application |
| Company revoked access | Company revoked access to their profile updates | Members with "full edit access" to companies |
| Company requested removal | Company requests removal of their data from the deal room | Members with "full edit access" to companies |
| New deal room member | New member joined the deal room | Members with "full edit access" to deal room’s members list |
| Left deal room member | Member removed themselves from the deal room permanently and cannot regain access on their own | Members with "full edit access" to deal room’s members list |
| Member profile update request | Deal room requested the member to create or update an investor profile | Deal room members who were asked to update their profile |
| Member updated profile | Member updated information in their investor profile | Members with "full edit access" to deal room’s members list |
| Event invitation | Member was invited to a deal room event | Deal room members whom the invitation was sent to |
| Discussion message | New message in a discussion thread | Deal room members who are discussion participants or belong to a participating member group |
| Portfolio message | New message in portfolio company discussion | Members who have "full edit access" to portfolio and members who have been added as investors to any rounds of the portfolio company |
| Portfolio update | New round or document upload for portfolio company | Members who have "full edit access" to portfolio and members who have been added as investors to any rounds of the portfolio company |
Round leads can be:
any members who have been given the round lead rights in the specific funding round
members of deal rooms with lead rights who have "full edit" or "view companies and create funding rounds" access to companies in that deal room
Funding round participants are users who have marked funding interest in the round or on whose behalf a funding interest has been added.
* Funding round participants do not receive notifications about funding round related activities if they have marked that they are not interested in the application.
Updated on: 07/03/2024
Thank you!