Investor profile
What is an investor profile?
How can I update my investor profile that is visible in a deal room?
How can multiple people use the same deal room as their investor profile?
Investor profile is a collection of information about your background, investment history and interests, and other related data which is attached to your personal deal room and is visible in the deal room you’re a member of.
When you are joining a deal room where an investor profile is required, you (or the organization you invest as) will be created a deal room which functions as your investor profile. If you already have your own deal room where you have admin rights ( full settings access), you can use your existing deal room as your investor profile.
Each deal room that requires its members to have investor profiles, may require a slightly different set of profile information. The information you submit to a specific deal room will be visible to members with ‘full edit’ members access and possibly to any other members of that deal room, depending on the configuration used in the deal room.
For more information about visibility in the specific deal room, please contact the management of the organization the deal room belongs to.
To update your investor profile:
open the deal room where you want to update it
navigate to the Members section from the left side menu
click on your name
choose "Update my profile"
If there is no Members section in the deal room, it means that you have not been given access to the members list of the deal room. Then you have to navigate to the Membership section instead to update your investor profile.
If the ‘Update profile’ button is not available on your profile, it means that investor profiles are not turned on for the access group you belong to in that deal room. You can update your contact information, such as name, primary email, LinkedIn, phone, and similar from your Personal settings. You can go to Personal settings from the menu that opens by clicking on your profile picture in the right upper corner of your screen.
In addition to using the method described above, you can also update your investor profile by opening your personal deal room from your home view and going to deal room Settings > Profile. Any updates you make there will become visible in your investor profile.
If you have a team member who would like to use the same deal room as you as their investor profile (e.g. you represent the same VC fund or family office), you should invite them to the deal room you created with admin rights. To do that:
open the deal room you’ve already created and are using as your investor profile from your user home view
navigate to “Members” from the left-side menu
click on “Add Member” on top of the members list
enter their email address, first name and any additional information you wish
choose “Admin” for their Access
keep the “Send invitation to member” checkbox ticked
if you wish, add a personal message to the invitation email by entering it to the “Additional message to member” field
click “Save”
Your team member should accept the invitation using the invitation link they receive with the email invite.
Once they have accepted the invite, they can start using the deal room as their investor profile when joining other (e.g. investor group, fund, event or similar) deal rooms.
Up to 5 members can be part of the same deal room without premium subscription. If you’d like to use Dealum with more team members for managing your deal flow and processes, you should upgrade your deal room’s subscription plan.
How can I update my investor profile that is visible in a deal room?
How can multiple people use the same deal room as their investor profile?
What is an investor profile?
Investor profile is a collection of information about your background, investment history and interests, and other related data which is attached to your personal deal room and is visible in the deal room you’re a member of.
When you are joining a deal room where an investor profile is required, you (or the organization you invest as) will be created a deal room which functions as your investor profile. If you already have your own deal room where you have admin rights ( full settings access), you can use your existing deal room as your investor profile.
Each deal room that requires its members to have investor profiles, may require a slightly different set of profile information. The information you submit to a specific deal room will be visible to members with ‘full edit’ members access and possibly to any other members of that deal room, depending on the configuration used in the deal room.
For more information about visibility in the specific deal room, please contact the management of the organization the deal room belongs to.
How can I update my investor profile that is visible in a deal room?
To update your investor profile:
open the deal room where you want to update it
navigate to the Members section from the left side menu
click on your name
choose "Update my profile"
If there is no Members section in the deal room, it means that you have not been given access to the members list of the deal room. Then you have to navigate to the Membership section instead to update your investor profile.
If the ‘Update profile’ button is not available on your profile, it means that investor profiles are not turned on for the access group you belong to in that deal room. You can update your contact information, such as name, primary email, LinkedIn, phone, and similar from your Personal settings. You can go to Personal settings from the menu that opens by clicking on your profile picture in the right upper corner of your screen.
In addition to using the method described above, you can also update your investor profile by opening your personal deal room from your home view and going to deal room Settings > Profile. Any updates you make there will become visible in your investor profile.
How can multiple people use the same deal room as their investor profile?
If you have a team member who would like to use the same deal room as you as their investor profile (e.g. you represent the same VC fund or family office), you should invite them to the deal room you created with admin rights. To do that:
open the deal room you’ve already created and are using as your investor profile from your user home view
navigate to “Members” from the left-side menu
click on “Add Member” on top of the members list
enter their email address, first name and any additional information you wish
choose “Admin” for their Access
keep the “Send invitation to member” checkbox ticked
if you wish, add a personal message to the invitation email by entering it to the “Additional message to member” field
click “Save”
Your team member should accept the invitation using the invitation link they receive with the email invite.
Once they have accepted the invite, they can start using the deal room as their investor profile when joining other (e.g. investor group, fund, event or similar) deal rooms.
Up to 5 members can be part of the same deal room without premium subscription. If you’d like to use Dealum with more team members for managing your deal flow and processes, you should upgrade your deal room’s subscription plan.
Updated on: 27/11/2024
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