Articles on: Funnel and Applications

Funding round related communication

What is Participants discussion?
What is "Funding discussion with the company" and why is it available in the funding tab on some company applications but not on all applications?
How to send emails to funding round participants?
How can I get in touch with an investor who has indicated funding interest in a specific company?
How to create templates for sending emails and discussion messages to funding round participants?


What is Participants discussion?


Participants discussion is an in-app communication tool for investors for discussing funding round related topics internally without the company’s participation. It’s available in the Funding tab on company applications where a funding round has been created and is visible to everyone who has access to the specific funding round. Participants discussion is not visible to the company.



Lead investors of the funding round and members of the lead deal room(s) who have “view companies and create funding rounds” or higher companies access can use predefined templates for sending messages in discussions. You can find information on how to set up templates down below.


What is "Funding discussion with the company" and why is it available in the funding tab on some company applications but not on all applications?


"Funding discussion with the company" in the funding tab functions as funding round chat and is meant for discussing funding round related topics between the company and funding round participants.


Funding discussion with the company is available only on company applications with a funding round where the funding round has been made visible to the company (company's role is "observer" or "round lead").

All members of participating deal rooms who have access to the funding round and "view and communicate" or higher companies access can read and write in the Funding discussion with the company.


How to send emails to funding round participants?


Lead investors of the funding round and members of the lead deal room(s) who have “view companies and create funding rounds” or higher companies access can send emails to all funding round participants, all round leads or to selected funding round participant(s) including the company when the funding round is visible to the company. That can be done using the “Send email” functionality on the Funding tab. It's possible to write the email from scratch or use an email template. You can read more about how to set up templates down below.




How can I get in touch with an investor who has indicated funding interest in a specific company?


You can send an email to the investor who has indicated funding interest in a company when you open their profile by clicking on their profile picture/icon, and choose “Send email”. This option is available to deal room administrators (members who have full access to deal room settings), investors who have been set as the round lead, and deal room members who have access to the list of other deal room members.


How to create templates for sending emails and discussion messages to funding round participants?


Templates for funding round emails and discussions can be set up by members who have full access to deal room settings. To set up a template for communication with funding round participants:

go to deal room settings
open the Preferences tab
scroll down to the Communication section
click on “Add template”
choose that the template is meant for communication with a funding round participant and fill in other required fields
click “OK”
click “Save” at the bottom of the window

Updated on: 03/11/2023

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