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 Configuration 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:

Default — 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 cannot be marked as "important". Your members are always notified about those activities **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
Data room discussion	New messages in Data room discussion with the company	Members who have access to the specific data room
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*
Data room participants discussion	New messages in the Data room participants discussion	Members who have access to the specific data room
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, the round leads
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
My member group changed	The notification recipient was moved from one access group to another in a deal room	Deal room member whose access group was changed
New deal room member document	A new member document was added for you	The member the document was shared with
Deal room member signed a document	Member signed a member document uploaded for them with the signature requirement	The member who uploaded the document
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
Forum discussion	New message in a discussion thread	Deal room members who are discussion participants or belong to a participating member group
New dashboard post	New update posted on the deal room dashboard	Members who have Dashboard access
Dashboard post comment	New comment on a dashboard post	Author of the dashboard post and members have previously participated in the specific post's comments thread
New network contact	Another deal room has sent you connection request	Members who have full access to Network
New network post	New post in the deal room's Network feed	Members who have Network access
Network post comment	New comment on a post in the Network feed	Author of the post and users who have previously participated in the specific post's comments thread
Portfolio discussion	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 the company application if no funding round has been created) 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: 06/05/2025

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