Articles on: Investor Plus

Getting started with your Investor Plus subscription

You'll find everything you need in your Dashboard, including shortcuts to add portfolio companies and reporting in just a few clicks.

Get your first company insights in minutes

Open your deal room and log in if needed.

In your Dashboard, click Add new investment on the right and enter the company name.

You can also upload your investment contract at this stage. Click the purple Upload file button to add your investment contract or term sheet — our AI assistant will extract and complete the round details for you. You can add this later if the document isn't immediately available.

Click Add company.

You are now on your portfolio company's Investments tab.

If you uploaded an investment contract in the previous step, round details will already be populated. If not, you can add them at any time by clicking the purple Upload file button.

To add investor updates or company reporting, click the Updates tab. You can upload both historic and ongoing reports by file upload or email. Supported formats include PDF, Excel, images, and plain text (up to 24 MB).

Click Import from file and choose report file(s) for the period. Please do not mix report files from different periods.

If the company report is in your mailbox, you can also forward it to Dealum by email. Each portfolio company has its own unique email address – access it by clicking Send via email. Click Create email address and forward any recent reports or investor updates to that address.

It will take a few minutes for the email to reach Dealum. You may need to refresh the page to see the result.

That's it! Dealum will extract key details and populate the Updates and Reporting areas with clean, structured insights. You'll also see a summary of your portfolio and the latest company updates on the Dashboard.

What's next?

Once your first company is in, explore the navigation menu on the left:

Dashboard – your home for portfolio summaries, shortcuts, and setup guidance.
Funnel – pre-investment deal flow and automated pitch deck uploads.
Portfolio – post-investment data at portfolio and company level, including performance overview, a clickable list of companies, and individual company insights such as round details and reporting.
Members – If you are investing together with your friend or a family member, invite them to join.

Return to your Dashboard anytime for setup guidance, to add more investments and updates, or to access your company-specific email addresses.

Start with one investee company. Once you've seen your first results, you can add more at your own pace. You'll find everything you need in your Dashboard, including shortcuts and a guide to import your full portfolio when you're ready.

Updated on: 05/12/2025

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