Can I filter my deal flow/applications in my deal room?

Yes, you can filter companies in each funnel step separately. To apply filters in a step, click the 'Filter' button in Funnel view. You can filter companies by countries, stages, whether they're raising capital, application tags (if turned on in the deal room) and assignees (if turned on in the deal room). 


Can I add tags to applications in my deal room? How can I enable tags in my deal room?

Yes, you can. Tags are useful for adding keywords and other short pieces of information to applications in your funnel for quick overview and filtering. To use tags, you have to have this functionality turned on in your deal room settings. To enable/disable tags, go to the 'Preferences' tab, scroll down to 'Application and member tags', tick/untick 'Enable tags' and click 'Save'. When tags are enabled, you can also set up a predefined list of application tags you want to use in your deal room. When you or your team members start adding tags to an application, they can choose tags from the list as well as add tags that are not included in the predefined list.

It is possible to add tags to an application in the funnel list view (in the 'Tags' column) as well as in the company application view (from the 'Tags' section on the right sidebar). You can also add tags to multiple company applications at once in the funnel list view. To do that, select multiple applications you want to add a tag to and choose ‘Edit tags’ from the ‘Actions’ menu that appears on top of the funnel. You can add tags to all selected applications at once in the dialogue that opens. The same applies to removing tags from multiple company applications at once.

Only members who have full edit companies access can add tags to applications. Tags are visible to all deal room members who can see the company application. 

Can I assign a deal to a team member/an investor?

You can assign a specific member to work with/be responsible for a specific company application by using the application tasks feature. You can turn the application tasks feature on/off in your deal room ‘Settings’ > ‘Preferences’ by ticking ‘Enable application tasks’. You can then assign applications to members in the 'Assigned' column in the funnel list view or in the 'Tasks' section on the right sidebar when having a company application open. The same feature also allows you to assign tasks related to the company application to your deal room members. You can assign different tasks to different members if needed.

How can I change/remove the assignee of a company application?

To change the assignee, open the company application and scroll down to the Tasks section you can see on the right side. Click on the person the application is currently assigned to and choose a new assignee or make the application unassigned.



How can I manage tasks related to a company application?

You can turn the application tasks feature on in your deal room ‘Settings’ > ‘Preferences’ by ticking ‘Enable application tasks’. To add tasks to a company application, open the company application and find the Tasks section on the right sidebar. Choose ‘Add’ to add tasks. You can add as many tasks as you need in the dialogue that opens and assign each task to any deal room member when you have 'full edit' companies access in the deal room. Each member who has 'view companies' companies access and full activity access can also assign tasks to themselves on company applications they have access to.

Can I attach files/documents to applications?

Yes. On company application, in 'Documents' tab, it's possible to attach documents that are visible only to deal room members to applications. Each document is tied to a specific application you attach it to. You can attach documents as links or upload them as files. You can also organize documents into folders when entering a new or an existing folder name when adding or editing the document.


How can I select multiple/all applications in a funnel step for moving them to another step?

Only deal room members who have full edit access to companies can multi-select and move applications in the funnel. If you move your cursor on a company's logo in the list view, it turns into a checkbox. If you have selected at least one company/application, 'Actions' menu and 'Select all' checkbox become visible on the top of the funnel. After selecting relevant applications, choose 'Actions' > 'Move to ...'.

Can a company that is already in the deal room apply again?

A company is able to submit a new application to your deal room when you have moved their previous applications to a funnel step/funnel steps which type is ‘Complete’ or ‘Archive’. Therefore, you should use the step type ‘Complete’ for all steps where you are storing applications that you are not actively processing anymore. If any of the company’s previous applications are in a step which type is ‘Normal’, ‘Inbox’ or ‘Follow up’ and they are trying to apply again, their existing application will be updated and no new application will be created.

What to do when a company that is already in the deal room wants to raise another funding round with members of the same deal room?

In such case, the company should submit a new application to the deal room and you can create a new funding round for the new application.

Alternatively, you can create a duplicate of the application they have previously submitted to your deal room by using the ‘Duplicate’ action available in the ‘All actions’ menu of the company application. You can create a funding round for the new application and move the application through your funnel. The company will be able to see and edit the duplicate application you create (unless it has been locked for changes by your deal room) and you can make the funding round information visible to the company if you wish.

Can I sort the list of applications in a funnel step?

You can sort the list of applications in a specific funnel step by different columns you see in the list view (company name, location, one-liner, total funding interests marked, vote results, and more).

The 'Date added' column has also alternative options available that you can replace it with and sort the list by. You can access these options by right-clicking on the column header. Available options are:

Added to the deal room (Date added) - the date the application was added to the deal room
Added to the step (Date moved) - the date the application was last moved to the funnel step it's currently in
Last reviewed by the company (Date reviewed) - the date the company last updated or reviewed their application to your deal room
Access revoked (Date revoked) - the date the company revoked your deal room's access to their application updates
Information locked (Date locked) - the date your deal room locked the application from displaying changes

How can I notify companies about moving them to the next/another funnel step?

No automatic notifications are sent to companies whose applications you move in your deal room funnel. However, to notify companies about moving them in the funnel or to contact companies when moving them in the funnel, you can turn on application move emails from funnel setup if you click on options menu of the step where you want to turn on application move emails and choose 'Triggers'. You can choose if application move emails are required or optional, meaning you correspondingly can or cannot move companies also without sending them an email. When application move emails are turned on, you will see a popup where you can send an email every time you move company applications to the step you have turned on application move emails. You can create and edit email templates in deal room preferences. When moving the application correct email template appears if you have given email templates certain names in format ‘Move to {funnel step name}’. Please keep in mind that step name should be written exactly as it is in the funnel. Using these email template names allows you to send application move emails with one click only.

Can I indicate the purpose of archiving an application/moving an application to a specific funnel step?

You can add a reason when moving an application to specific funnel steps/any funnel step by using the application move commenting feature. You can turn on application move commenting from funnel setup if you click on options menu of the step where you want to turn on application move comments and choose 'Triggers'. You can choose if application move emails are required or optional. By default, the dialogue for adding a comment is displayed when moving a company to the step you have turned on application move comments. If you have made application move commenting optional, you are able to move applications to steps where application move comments are effective also without adding a comment. If you have made application move commenting required, you are not able to move applications to steps where application move comments are effective without adding a comment.

What does the 'Lock changes' action do? / What is the 'Lock changes' action for?

'Lock changes' action that is available in the additional actions menu of an application to deal room members who have full edit access to companies lets you lock the current state of application information. It means that if the company updates their answers to any questions, the changes they make will not become visible in that application in your deal room. Instead, you will see the information that had been provided at the time when the application was locked in your deal room.

What does the “Access revoked” notice mean on company applications?

When you open a company application and see “Access revoked” notice under their name, it means that they have revoked access to their profile updates for the deal room where you’re looking at their application. Information about that company is shown as of the date the deal room last had access to the profile updates of that company.

How can I search for/browse companies on Dealum? / How can I get additional deal flow on Dealum?

The database of companies that have registered on Dealum is not public/available to platform users. If you’re interested in additional deal flow and your deal room has a subscription, you can make it visible to relevant companies on the platform.

How can I share company application(s) with people who are not in my deal room?

There are several ways to share a different level of information about application(s) to people outside the deal room:
Sharing a company page link that contains basic information about the company. People you share this with can add the company to their deal room and request more information. You can find the link under ‘Share’ option in the ‘All actions’ menu of the company application.
If the funding round has been created, you can share the funding round link and anyone with the link can join the funding round with their personal deal room. That means that they should have or create a Dealum account and a personal deal room.
If you want to share multiple company applications, you can create a separate funnel step for the applications you would like to share and create a member access group with limited access to only that funnel step. You can invite people to join that member group.
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