Funding

The Funding page is where you can create new funding rounds and track your active rounds.

What is the Funding page about?

You can get an overview of your active funding rounds, create funding rounds and share them.

In the Funding page you can create a new funding round. You can share the created funding round with investors you know via email or use a shareable link. Your funding round can be published to a deal room you apply to only when the deal room has made submitting an application with a funding round possible. If the funding round is created by you (whether in the funding section or while submitting an application), you will have the round lead rights in the funding round.

Deal rooms where you’ve submitted an application without a funding round can also create a funding round for your application. They can keep it hidden from you and work on it internally, or make the funding round visible to you. If they give you the right to observe the funding round, it’s up to the deal room how much information about the funding interests added by their investors they share with you. You are able to get in touch with the funding round participants through the Funding discussion, upload or link funding round documents, and add information about investors who have already committed to the funding round. The deal room can also give you the round lead rights if they wish.

With the round lead rights, you can also send emails to the funding round participants, edit the list of participating investors and their commitments, edit funding round details and share the funding round with any investors via email or shareable funding round link.

How do I create a funding round?

Go to https://app.dealum.com/#/home
Click on the company name
Click on "Funding" on the left side menu
Click on "New funding round"
Fill in round details
Click "Create a funding round"

You can share and edit the round in the opened round details window. Also, add documents relevant to the round, and add known investment interests:

The funding round can be shared to deal rooms on Dealum by sending the round link through Application discussion. You cannot directly add a deal room to the funding round, as participating in it is up to the deal room to decide.

How do I edit and delete a funding round?

To edit a funding round, follow these steps:

Go to your Funding page
Find the round you want to edit
You'll be taken to round details view
Click on "View round"
Click on "Edit details"
Make the changes
Click "Update"

While you are in "Edit details", you can change:

funding type (equity, convertible note, SAFE, loan, other)
currency
round target
additional information
add, edit or remove round terms
round status (open, closed)
role of your company (observer, round lead)

You can only edit funding round details if you are the round lead.

To delete a funding round, follow these steps:

Go to your Funding page
Find the round you want to delete
Click on the 3 dots on the right side
Click on "Delete"
Confirmation window pops up
Click on "Delete"

You can only delete a funding round if you are the round lead.

There are two options to share the funding round you are the round lead of. First, go to funding round details and click on "Share round"

Send invite email through Dealum

They will receive an email with a link to your funding round. The link in the email will take the recipient to the same page as sharing the funding round link directly.

Share funding round link directly

With shareable link, you can share the funding round you've created with anyone by simply copy and pasting it. This can be done to outside of Dealum, or you can use the "Application discussion" to share a round with selected deal rooms you've applied to.

The link will take the person who clicks on it to your funding round page (looks similar to the company page) with information about the funding round and a "Join funding round" button on the top right side:

In order to participate in the funding round, your investors need to create an account and a deal room on Dealum. You can also manually add information about their participation to the funding round.

How do I keep track of funding interests from outside of Dealum?

You can have an overview of your funding rounds and investors on your Funding page. This feature is most often used to show the deal room who the external participants in the shared funding round are, if any. You can manually add investments into a round, to do so, follow these steps:

Open funding round details ("View round")
Go down to "interests" section
Click on "Add interest"
In the opened window, fill in the details
Click "Set interest"

You can either add your interest by persons, or if you have networks (organizations) with multiple investors, you can choose "Multiple participants". This allows you to mark the organization that invested and the number of participants from that organization.

As a round lead, you can add, edit and remove those interests at any time.

How to add funding round documents?

If a deal room has asked you to upload funding round documents, follow these steps:

Go to https://app.dealum.com/#/home
Click on the company name
Click on "Funding" on the left side menu
Find the round
Click on "View Round"
Go to the Documents section
Click on "Add file"
Open the file
Click "Save"

If you don’t see any funding rounds in the Funding section, please ask the deal room to make the funding round visible to you first.

How to reach out to investors who have marked funding interest?

You can reach out to investors who have marked that they are interested in investing in the round, despite whether their names are visible to you or not, via Funding discussion.

To send a message in the Funding discussion:

Go to https://app.dealum.com/#/home
Click on the company name
Click on "Funding" on the left side menu
Find the round
Click on “Discussion”

If you have the detailed funding round view open, you can just click on “Funding discussion” in the Discussions section.

Alternatively, you can also reach out to interested investors via email if you have the round lead rights. You can find instructions for sending emails to funding round participants below.

How to send emails to funding round participants?

As a round lead you can send emails to funding round participants:

Go to https://app.dealum.com/#/home
Click on the company name
Click on "Funding" on the left side menu
Find the round
Click on "View Round"
Click on "Send email"
Window for composing your email will pop up
Select whom you want to send the email to
Compose your message
Click on "Send"

You have a selection of multiple options about whom you send the email to:

Selected individual participants
Round lead(s)
All participants
The company team members

When you choose All leads, the message will be sent to all funding round participants who are marked as round leads, as well as to members of lead deal rooms who have deal flow management rights.

When you choose All participants, the message will be sent to individuals (and organizations if applicable) listed in Interests.

When you choose Company (your company name in the list), the message will be sent to all of your team members with accounts on Dealum.

You can email funding round participants only when you have the round lead rights. If you don’t have necessary rights, please use the Funding discussion to reach out to funding round participants.

Updated on: 29/06/2023

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