Reporting
Reporting page is for companies to give an overview of their key metrics, such as revenue, months of runway, number of employees and other. Additionally, it is possible to add monthly report files, and give monthly progress updates.
How to fill in Reporting data?
How to edit or delete reporting data?
Who can see the reporting data?
How to give and revoke reporting access to deal rooms?
Why did I receive an email for "request a report" when I have already given reporting access to the deal room?
Key metrics
You can select different metrics and months to enter your reporting information. Click on "Select metrics" to choose additional metrics, and "Add month" to select any additional months you'd like to add. By default, Dealum offers last month as the most recent one.
Once you've entered your data, future months are not added automatically and you will need to add the latest month manually.
Progress updates
Progress updates is non-numerical data to give more insight about how your company has been doing. You can answer questions like "What were the biggest achievements last month?", "How could investors help you?", "Changes in the team" etc.
You can also upload reports as a file, or add additional relevant files to your monthly update.
Progress updates are visible only month-by-month. To move between the months use the arrows on the right side:
To add more progress updates to the primary ones, click on "Select questions" at the bottom:
To edit the reporting data, you only need to click on the field you'd like to edit and change its contents. After you are done, click on "Save and publish"
To delete full months, follow these steps:
Click on the 3 dots on the right side
Select "Delete months"
Choose months to delete
Click on "Delete"
Click on "Save and publish"
Once you've deleted a month, all the data entered for that month is permanently deleted - including both metrics and progress updates.
Your reporting information is only visible to deal rooms that have reporting access to your profile. You are able to see all deal rooms that have access to your reporting data on the right side of Key metrics:
To give a deal room access to your reporting data, follow these steps:
Go to https://app.dealum.com/#/home
Click on chosen company
On the opened Applications page, find the application you want to give access to
Click on "View application"
Click on the arrow on the top right corner of the opened page
Click on "Change access"
Select "Overview, details and reporting information"
Click "Save"
In addition, deal rooms can request access to reporting data, in which case you will receive an email with a link to update your reporting data.
If you wish to revoke access from a deal room, follow these steps:
Go to https://app.dealum.com/#/home
Click on chosen company
On the opened Applications page, find the application you want to give access to
Click on "View application"
Click on the arrow on the top right corner of the opened page
Click on "Change access"
Click on "Revoke access"
A warning message pops up
Click on "Revoke"
Revoking access does not remove the data you've already given access to, and includes revoking access to any application updates.
Once access is revoked from a deal room, they will no longer see any updates to your company - including both company profile and reporting updates. However, they will still see the data entered and updated from before the revoke.
This means the company is asking you to update your reporting data. Maybe a new month has started and the deal room wants to know last month's metrics, or maybe they'd like you to go further back in the data you've provided. Whatever the case, they are expecting you to update the data previously provided.
Deal rooms have the option to write an additional message to you before sending the request email, so you can check for a specified request within the email, in a gray box:
If you are not sure what the deal room expectations are, please contact the deal room via Application discussion.
Please note that if you reply to an email with "Please do not reply to this email", it will not reach the intended receiver.
How to fill in Reporting data?
How to edit or delete reporting data?
Who can see the reporting data?
How to give and revoke reporting access to deal rooms?
Why did I receive an email for "request a report" when I have already given reporting access to the deal room?
How to fill in Reporting data?
Key metrics
You can select different metrics and months to enter your reporting information. Click on "Select metrics" to choose additional metrics, and "Add month" to select any additional months you'd like to add. By default, Dealum offers last month as the most recent one.
Once you've entered your data, future months are not added automatically and you will need to add the latest month manually.
Progress updates
Progress updates is non-numerical data to give more insight about how your company has been doing. You can answer questions like "What were the biggest achievements last month?", "How could investors help you?", "Changes in the team" etc.
You can also upload reports as a file, or add additional relevant files to your monthly update.
Progress updates are visible only month-by-month. To move between the months use the arrows on the right side:
To add more progress updates to the primary ones, click on "Select questions" at the bottom:
How to edit or delete the reporting data?
To edit the reporting data, you only need to click on the field you'd like to edit and change its contents. After you are done, click on "Save and publish"
To delete full months, follow these steps:
Click on the 3 dots on the right side
Select "Delete months"
Choose months to delete
Click on "Delete"
Click on "Save and publish"
Once you've deleted a month, all the data entered for that month is permanently deleted - including both metrics and progress updates.
Who can see the reporting data?
Your reporting information is only visible to deal rooms that have reporting access to your profile. You are able to see all deal rooms that have access to your reporting data on the right side of Key metrics:
How to give and revoke reporting access to deal rooms?
To give a deal room access to your reporting data, follow these steps:
Go to https://app.dealum.com/#/home
Click on chosen company
On the opened Applications page, find the application you want to give access to
Click on "View application"
Click on the arrow on the top right corner of the opened page
Click on "Change access"
Select "Overview, details and reporting information"
Click "Save"
In addition, deal rooms can request access to reporting data, in which case you will receive an email with a link to update your reporting data.
If you wish to revoke access from a deal room, follow these steps:
Go to https://app.dealum.com/#/home
Click on chosen company
On the opened Applications page, find the application you want to give access to
Click on "View application"
Click on the arrow on the top right corner of the opened page
Click on "Change access"
Click on "Revoke access"
A warning message pops up
Click on "Revoke"
Revoking access does not remove the data you've already given access to, and includes revoking access to any application updates.
Once access is revoked from a deal room, they will no longer see any updates to your company - including both company profile and reporting updates. However, they will still see the data entered and updated from before the revoke.
Why did I receive an email for "request a report" when I have already given reporting access to the deal room?
This means the company is asking you to update your reporting data. Maybe a new month has started and the deal room wants to know last month's metrics, or maybe they'd like you to go further back in the data you've provided. Whatever the case, they are expecting you to update the data previously provided.
Deal rooms have the option to write an additional message to you before sending the request email, so you can check for a specified request within the email, in a gray box:
If you are not sure what the deal room expectations are, please contact the deal room via Application discussion.
Please note that if you reply to an email with "Please do not reply to this email", it will not reach the intended receiver.
Updated on: 03/10/2023
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