Extracting company data from a pitch deck

How to extract company data from a pitch deck?

AI assistant streamlines the deal intake process by automatically extracting and pre-filling application data from pitch decks received as documents outside the Dealum platform. There are two ways to do this.

Uploading the pitch deck manually

Navigate to Funnel from the left-side menu
Click on “Pitch deck” on the right side or open “Add company” dialogue and select “Pitch deck” from there.

Uploading does not send an invite to the company. You can manually invite the company to the deal room later.

Only deal room members with full edit companies access can upload company pitch decks using the AI assistant.

Forwarding an email to Dealum with the pitch deck attached

If you frequently receive pitch decks via email, you can set up an application email address for any funnel step of your choice. Pitch decks forwarded to this address will be processed automatically using the AI assistant and a company application will be created in the funnel step based on the pitch deck information.

To set up an application email address for a funnel step:

Navigate to Funnel setup (Settings > Preferences > Configuration > Funnel)
Click the ⋮ (three dots) icon next to the funnel step where you want to add applications by forwarding pitch decks
Select “Application email address”
Tick “Enable application email address”
Choose if the address will accept pitch decks from any sender or only emails of deal room members with full edit companies access
Click "OK"
Use the Save button at the bottom of the window to save your changes

After saving, the generated email address will be visible in the same dialogue. You can copy and use this address to forward pitch decks.

A complete list of your active funnel inboxes can be found under the Links tab on the Settings page.

Forwarding a pitch deck does not send an invite to the company. You can manually invite the company to the deal room later.

Allowing companies to use AI assistant to pre-fill their application from a pitch deck

This feature is only available if the company application link feature is included in your subscription plan.

If you’d like companies to be able to use the AI assistant to extract information from their pitch decks when applying to your deal room, you can enable this option in your funnel setup.

For that:

Navigate to Funnel setup (Settings > Preferences > Configuration > Funnel)
Click the ⋮ (three dots) icon of the funnel step that has an active application link
Select “Application link”
Check the “Allow using AI assistant” checkbox

Please note that deal room AI usage limits apply.

Updated on: 07/08/2025

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