Sharing funding rounds and inviting external investors to participate
Funding rounds can be shared using the Share round button available in the Funding tab of company applications that have an open funding round connected to them.
When a funding round is shared and multiple deal rooms join the same funding round, then each participating deal room can decide how much information about investment interests marked by their members they share with other deal rooms. They can choose to display only summary (number of investor who have marked interest in their deal room and the total estimated investment amount), names, or names and contact information of their members who have marked interest.
Funding round discussions and funding round documents are shared between all participating deal rooms.
Sharing with deal room members
Adding to another deal room
Sharing with Network contacts
Sharing with people outside the deal room
Choose to share the round with deal room member and type in the name(s) of the member(s) you want to share it with or select them from the members list. You can also add a personal message that will accompany the email notification these members will receive.
This option is available only to those who have access to the deal room’s members list.
You can share funding rounds to deal rooms where you have full edit companies access.
To do that:
Click on the Share button in the funding tab
Choose “Another deal room you manage”
Select the deal room and the funnel step where the related application will be created for this funding round
If you add an optional comment, it will be saved to the internal discussion of the application that is created in the other deal room
Click “Add to deal room”
The funding round is now shared between these two deal rooms and both deal rooms are participants of the same round.
If the Network feature is available in your deal room, you can share funding rounds with your network contacts.
Clicking on this option will start a network post with the funding round attached to it.
Learn more about the Network feature and sharing funding rounds with Network.
You can share a funding round with people outside your deal room via email or using a link. You can find both options when you open the funding round in the deal room and click on "Share round".
These two sharing options are available only to round leads and members of the lead deal rooms who have "view companies and create funding rounds” or higher companies access).
On the shareable link, people can see the company’s public profile and names of the round lead(s) and the lead deal room(s). Everyone who has the funding round link can also join the funding round.
If you or another deal room (another angel group for example) do not have access to the Network feature, you can use the link or email method to send the funding round to the admin of the deal room you want to share it with. This allows them to add the funding round to their deal room and make it visible to their members. These two options also allow you to share the round with any individual investor who is not a member in your deal room or not using Dealum at all. If they’re not using Dealum yet, they can sign up for free and join the funding round with the personal deal room they create.
If you choose to share the round to “People outside the deal room via email”, the recipient will receive the same funding round link on their email. It is possible to reset the funding round link if you have accidentally sent it to a wrong person or no longer want people to be able to join the funding round on that link. The option to reset the link is available under both options, “People outside the deal room via email” and “People outside the deal room via link”.
You can also learn about sharing funding rounds from this video.
When a funding round is shared and multiple deal rooms join the same funding round, then each participating deal room can decide how much information about investment interests marked by their members they share with other deal rooms. They can choose to display only summary (number of investor who have marked interest in their deal room and the total estimated investment amount), names, or names and contact information of their members who have marked interest.
Funding round discussions and funding round documents are shared between all participating deal rooms.
Sharing with deal room members
Adding to another deal room
Sharing with Network contacts
Sharing with people outside the deal room
Sharing with deal room members
Choose to share the round with deal room member and type in the name(s) of the member(s) you want to share it with or select them from the members list. You can also add a personal message that will accompany the email notification these members will receive.
This option is available only to those who have access to the deal room’s members list.
Adding to another deal room
You can share funding rounds to deal rooms where you have full edit companies access.
To do that:
Click on the Share button in the funding tab
Choose “Another deal room you manage”
Select the deal room and the funnel step where the related application will be created for this funding round
If you add an optional comment, it will be saved to the internal discussion of the application that is created in the other deal room
Click “Add to deal room”
The funding round is now shared between these two deal rooms and both deal rooms are participants of the same round.
Sharing with Network contacts
If the Network feature is available in your deal room, you can share funding rounds with your network contacts.
Clicking on this option will start a network post with the funding round attached to it.
Learn more about the Network feature and sharing funding rounds with Network.
Sharing with people outside the deal room
You can share a funding round with people outside your deal room via email or using a link. You can find both options when you open the funding round in the deal room and click on "Share round".
These two sharing options are available only to round leads and members of the lead deal rooms who have "view companies and create funding rounds” or higher companies access).
On the shareable link, people can see the company’s public profile and names of the round lead(s) and the lead deal room(s). Everyone who has the funding round link can also join the funding round.
If you or another deal room (another angel group for example) do not have access to the Network feature, you can use the link or email method to send the funding round to the admin of the deal room you want to share it with. This allows them to add the funding round to their deal room and make it visible to their members. These two options also allow you to share the round with any individual investor who is not a member in your deal room or not using Dealum at all. If they’re not using Dealum yet, they can sign up for free and join the funding round with the personal deal room they create.
If you choose to share the round to “People outside the deal room via email”, the recipient will receive the same funding round link on their email. It is possible to reset the funding round link if you have accidentally sent it to a wrong person or no longer want people to be able to join the funding round on that link. The option to reset the link is available under both options, “People outside the deal room via email” and “People outside the deal room via link”.
You can also learn about sharing funding rounds from this video.
Updated on: 15/11/2024
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