Investor profiles of deal room members
Which members can have investor profiles?
How to view profiles of deal room members?
How to request a profile update from members?
How to edit/add information on profiles of members?
Only members who belong to a member group the investor profiles are activated for can create and update their investor profiles.
You can view the profiles of your deal room members when you go to the Members page in your deal room and click on member names.
Only members who have full edit access to members list in the deal room can request profile updates from other members.
To request a profile update from a member:
go to the Members page in the deal room
open the actions menu of the member you want to request a profile update from
choose “Request profile update”
add an additional message you want the member to receive with the update request email if you wish
click “Request”
Please note that profile updates can only be requested from members who belong to a member group that has investor profile requirement turned on.
It is also possible to multi-select members and choose “Request profile update” from the Actions menu that appears on top of the members list.
When you select any members who have not been invited to the deal room, have not accepted the invitation to join the deal room, or belong to a member group that doesn't have investor profiles enabled, the “Request profile update” option will not appear in the Actions menu.
When you send the request, the member(s) will receive an email notification with a link for updating their profile information.
Deal room members are able to update their profiles also without having received a request for an update. If they belong to a member group that has view access to members list in your deal room, they can update their profile by going to the Member page, clicking on their name and choosing “Update profile”. If they have no access to the members list in your deal room, they can update their profile by updating the profile of their personal deal room they used as their member profile when joining your deal room.
Deal room members who have full edit access to the members list can add/edit information on investor profiles of deal room members the same way company applications can be edited. This functionality can be useful when:
You’re adding a new member and want to make joining easier for them by pre-populating their profile with information. When you hand the entered data over to the member, they will see the existing data when accepting the invite, but can still add and update any information in the application form.
A member’s profile is outdated and they don’t react to the profile update request you’ve sent them.
Please keep in mind the following:
The newest information is always visible on the member’s profile and available in the members export, despite whether it has been provided by the member themselves or by the deal room.
Member filters filter the members list only by the newest information that is available on each member profile, despite whether it has been provided by the member themselves or by the deal room. E.g. when a member has indicated on their profile that they are interested in Cleantech and Fintech but the deal room has overwritten that (after the member last updated their profile) with information claiming that the member is interested in EdTech and Poptech, that member would not appear when applying the Fintech filter.
Sharing recommendations (members who could be interested in a specific company) work with information that the members provided themselves.
To edit/add information on a member’s profile:
Open the corresponding profile in the members list
Click on the Edit answers button next to the Investment profile
Make necessary changes
Click on “Close edit mode"
You can edit the name of their personal deal room (an entity they are using for investing) up until the member joins the deal room themself. After that, only the member can edit the name of their deal room.
To hand over the entered information to the member while inviting them, tick the “Answers provided by the deal room will be handed over to the member when they accept invitation” checkbox after clicking on “Invite to deal room”.
You can find a video tutorial about editing investor profiles here.
You can also learn about investor profiles from this video.
How to view profiles of deal room members?
How to request a profile update from members?
How to edit/add information on profiles of members?
Which members can have investor profiles?
Only members who belong to a member group the investor profiles are activated for can create and update their investor profiles.
How to view profiles of deal room members?
You can view the profiles of your deal room members when you go to the Members page in your deal room and click on member names.
How to request a profile update from members?
Only members who have full edit access to members list in the deal room can request profile updates from other members.
To request a profile update from a member:
go to the Members page in the deal room
open the actions menu of the member you want to request a profile update from
choose “Request profile update”
add an additional message you want the member to receive with the update request email if you wish
click “Request”
Please note that profile updates can only be requested from members who belong to a member group that has investor profile requirement turned on.
It is also possible to multi-select members and choose “Request profile update” from the Actions menu that appears on top of the members list.
When you select any members who have not been invited to the deal room, have not accepted the invitation to join the deal room, or belong to a member group that doesn't have investor profiles enabled, the “Request profile update” option will not appear in the Actions menu.
When you send the request, the member(s) will receive an email notification with a link for updating their profile information.
Deal room members are able to update their profiles also without having received a request for an update. If they belong to a member group that has view access to members list in your deal room, they can update their profile by going to the Member page, clicking on their name and choosing “Update profile”. If they have no access to the members list in your deal room, they can update their profile by updating the profile of their personal deal room they used as their member profile when joining your deal room.
How to edit/add information on profiles of members?
Deal room members who have full edit access to the members list can add/edit information on investor profiles of deal room members the same way company applications can be edited. This functionality can be useful when:
You’re adding a new member and want to make joining easier for them by pre-populating their profile with information. When you hand the entered data over to the member, they will see the existing data when accepting the invite, but can still add and update any information in the application form.
A member’s profile is outdated and they don’t react to the profile update request you’ve sent them.
Please keep in mind the following:
The newest information is always visible on the member’s profile and available in the members export, despite whether it has been provided by the member themselves or by the deal room.
Member filters filter the members list only by the newest information that is available on each member profile, despite whether it has been provided by the member themselves or by the deal room. E.g. when a member has indicated on their profile that they are interested in Cleantech and Fintech but the deal room has overwritten that (after the member last updated their profile) with information claiming that the member is interested in EdTech and Poptech, that member would not appear when applying the Fintech filter.
Sharing recommendations (members who could be interested in a specific company) work with information that the members provided themselves.
To edit/add information on a member’s profile:
Open the corresponding profile in the members list
Click on the Edit answers button next to the Investment profile
Make necessary changes
Click on “Close edit mode"
You can edit the name of their personal deal room (an entity they are using for investing) up until the member joins the deal room themself. After that, only the member can edit the name of their deal room.
To hand over the entered information to the member while inviting them, tick the “Answers provided by the deal room will be handed over to the member when they accept invitation” checkbox after clicking on “Invite to deal room”.
You can find a video tutorial about editing investor profiles here.
You can also learn about investor profiles from this video.
Updated on: 30/10/2024
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