Articles on: Funnel and Applications

Funding tab on company applications

What is the information that I see on the Funding tab about?

When you open the Funding tab on a company application, you can see who are the investors interested in investing in that specific company, and what are their estimated investment amounts. You can also add your own interest and optionally hide your name and/or estimated investment amount from other deal room members (options to keep your name and amount anonymous from other members (might not be available in all deal rooms). Your name and estimated investment amount will always be visible to deal room administrator(s) and the lead investor(s). You can also add tags to your funding interest to indicate any additional details about your interest. You can choose tags from a dropdown list that has been set up by deal room admins or enter free text. Setting an interest does not create an obligation to invest.

If a funding round has been created for an opportunity and this funding round has been made private by the round lead or an user who has 'View companies and create funding rounds/'Full edit' companies access and full activity access in the deal room, you can not see the names and indicated investment amounts of other investors. You can only see total amount of indications collected and the name(s) of the lead investor(s). To see other funding round information, you have to request to join it.

Deal room/deal flow administrators (people who have 'View companies and create funding rounds'/'Full edit' companies access and full activity access) and the lead investor(s) can also add deal information, upload related files (term sheet etc.), and mark investment interest on other members' behalf.

Why is there no Funding tab on company applications?

If there is no Funding tab on company applications, it means that your access in the deal room has been limited so that you do not have access to funding information. If you have full rights in the deal room and there is no Funding tab on company applications, then Funding feature is not turned on in your deal room. Please contact our customer support to get Funding activated in your deal room.

Updated on: 21/12/2022

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