Setting up
Customization of funnel and application form
How can I edit/customize my funnel? What are the use cases of different step types? How can I customize the application form for companies? (https://help.dealum.com/en/article/customizaPopularApplication link settings
How can I activate or disable the application link? How to request additional actions from companies? Can I customize the intro and outro text of the application form? (https://help.dealum.com/en/article/application-link-settings-18wr2f/6-can-iFew readersAdding your deal room's company application link to your web page
You can find all company application links you have activated in your deal room when you go to deal room settings Links and scroll down to the “Company application” section. Find the link of the funnel step where you want to receive applications from your website. You can copy the link using the "Copy link" button next to the link. You can embed this link into your website or ask your web dFew readersCollecting data from companies step-by-step
If you do not want to let startups fill in a long detailed application form immediately, you have a chance to ask more information from them step by step. For that, you can attach a set of additional questions to chosen steps of your funnel. That way, you can ask additional questions from startups only when you’re still interested in them after going through specific stages of your process. You can set up a step-by-step due diligence process in your Funnel setup. For that, add the additional qFew readersConfiguring the funnel view
Changing the default funnel view in the deal room Switching between funnel views Configuring fields Changing the default funnel view in the deal roomFew readersSetting up email/message/comment triggers in the funnel
How can I notify companies about moving them to the next/another funnel step? Companies do not receive any notifications (or information in another way) about how or when their application moves through your funnel steps. However, if you would like to inform the company of reaching a certain checkpoint in your process, you can set up triggers for emails or in-app discussion messages. Email or discussion message triggers can be optional or required and will pop up when application is beFew readers
Applications
What is Data room and who can access it?
Data room is a dedicated space connected to each company application where you can manage due diligence and other similar documents and discussions. Only admins and selected members whom you give access to the data room will be able to see them. You can also control whether the data room is shared with the company, which would allow you and the company to share documents with each other. Who canFew readersAdding companies to a deal room and getting company applications
How can I add companies to my deal room? How can I add companies from one deal room to another? What do different application sourceSome readersClosing applications to a deal room
How can I close applications to a deal room? / How to close a deal room from accepting applications? To deactivate your application link, follow these steps: go to deal room settings open the Preferences tab click on "Funnel" in the Setup section open the additional actions menu (from three dots) of the funnel step where you want to stop receiving applications choose '"Application link" untick "Application link active" click "OK" click "Save" at the bottom of the windowFew readersAdding/asking companies to add information on applications
How to override information the company has provided in their application? I added a company to my deal flow without inviting them. How can I add more information about them? (https://help.dealum.com/en/article/addingasking-companies-to-add-information-on-applications-wqdtko/?bust=1679666659212Some readersFiltering and sorting company applications
How to filter deal flow/applications in a deal room? What does the "Match" filter/button do? How to sort the list of applications in a funnel step? (https://help.dealum.com/en/article/filtering-andFew readersAdding tags to company applications
Tags are useful for adding keywords and other short pieces of information to applications in your funnel for quick overview and filtering. You can set up a predefined list of application tags you want to use inFew readersRight sidebar of company applications
This article explains the information that is presented and features that are available on the right sidebar of company applications. Toolbar (https://storage.crisp.chat/users/helpdesk/website/803d61Few readersAssignees and application tasks
How to assign an application to a deal room member? How to change/remove the assignee of a company application? How to manage tasks related to a company application? (https://help.dealuFew readersApplication-related discussions and internal notes
Discussions tab on company applications What is Internal discussion and who can access it? What are internal notes on applications and who can see them? (https://help.dealum.com/en/article/Few readersAttaching files/documents to company applications
It is possible to attach documents to company applications. Application documents are visible to deal room members who have access to the specific company application and have activity access in the deal room. It's possible to share application documents of your choice with the company as well bFew readersLocking company changes
What does the "Lock company changes" action do? The “Lock company changes” action is available in the All actions menu of company applications to deal room members who have full edit access to companies. (https://storage.crisp.chat/users/helpdesk/website/803d61f504a71800/chromebdwgdzFew readersReceiving a new application from a company that has applied before
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 application(s) to a funnel step/funnel steps which type is “complete” or “archive”. Therefore, you should use the step types “complete” and “archive” for all steps where youFew readersDeleting company applications from your deal room
How can I delete or remove a company application from my deal room? You can delete a company application by using the "Delete application" action available in the All actions menu connected to the application. As a result, the application will be moved to a deleted type of funnel step where it will be preserved for 30 days beforeFew readersSharing companies with people outside the deal room
There are several ways to share different information about companies/applications in your deal room 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 wFew readersApplication statuses for deal rooms
Application status can be seen under the name of the company in the application. It’s also possible to filter applications using the “Status” filter. (https://storage.crisp.chat/users/helpdesk/website/803d61f504a71800/kuvatommis-2023-10-Few readersCold archive
Cold archive is a dedicated funnel step (or multiple steps) for storing applications you don't need to access frequently. Applications in cold archive steps are not loaded immediately upon opening the deal room. This allows you to store a large number of applications in your deal room without having a noticeable effect on the deal room opening speed. To load applications in a cold archive step, you need to navigate to the step and click the "Load all" button. (https://storage.crisp.chat/userFew readers
Communicating with companies
Communicating with companies in the deal room
Topics in this article: How can I communicate with companies that are in my deal room? How can I send an email to multiple companies at once? HowSome readersMaking your deal room visible to startups on Dealum
How can I make my deal room visible to startups on Dealum? You can make your deal room visible only to relevant companies on Dealum whose profiles match your deal room's interests. You cannot make your deal room visible to all companies on the platform. To make your deal room visible to matching companies on Dealum, turn on your deal room's public application link for companies by following these steps: Go to deal room SettingSome readers
Voting
Voting (overview)
How does voting/rating work on Dealum? Voting is meant for collaborative decision-making and evaluation of applications in a deal room. Voting is tied to a specific funnel step. All members who have access to the step where voting takes place can also participate in voting (unless configured differently when setting up the voting round). Voting can be added to any step in your funnel and several votings can be active at theFew readersSetting up voting
How to set up rating/voting in a deal room? To set up voting in your deal room: go to deal room settings open the Preferences tab click on “Funnel” in the Configuration section open the addFew readersChoosing voting members and inviting them to vote
How to exclude members/member groups from voting? / How to include only specific members/member groups in voting? How to invite deal room members to participate in voting/rating? (https://help.dealum.com/en/article/choosing-voting-members-and-inviting-them-to-vote-4zg4iFew readersOrdering applications for voting
You can organize the order of applications in a specific funnel step by opening that step and choosing 'Sort applications' from the menu that opens from the arrow in the right top corner of the funnel. In the appearing dialogue, drag and drop applications to organize them in desired order and click 'Save'. The saved order will also be used in voting/rating.Few readersViewing, interpreting and exporting voting results
How to interpret vote results? How to export vote results? How to see all vote results of a specific application / see who has rated a specific application in any of the funnel steps? (https://help.dealum.cFew readersRemoving votes and voting rounds
How to remove voting from a funnel step? It is possible to deactivate a voting round or delete it completely. To deactivate voting in a funnel step: go to deal room settings open the Preferences tab click on “Funnel” in the Configuration section open the additional actions menu (from the three dots) of the funnel step where you want to set up voting choose “Voting” click on the edit button (pen icon) next to the Configuration section change to round status to "Disabled"Few readers
Funding
Funding tab on company applications
What information can I see in the Funding tab? When you open the Funding tab on a company application, you can: see who are the investors interested in investing in that specific company, and what are their estimated investment amounts (unless corresponding information has been hidden) add your own interest and optionally hide your name and/or estimated investment amount from other deal room members (https://storage.crisp.chat/users/helpdesk/website/803d61f504a71800/fr1i43ksu.pFew readersManaging funding rounds
How to manage a funding round in the deal room? / How funding rounds work? How to prevent members from marking interest in a funding round? How to allow/request companies to create a fuFew readersRound lead rights
Who have the round lead rights? How to give a deal room member round lead rights for managing funding interests on a specific company application? / How to give a funding round participant round lead rights for managing the funding round? (https://help.dealum.com/en/article/round-lead-rights-1cdo69a/?bust=16849346628126-how-to-give-a-deal-room-member-round-lead-rights-for-Few readersVisibility of funding interests and funding round information
Can companies see indicated investment interests and funding round information? Can members hide the funding interests they mark from other members? (https://help.dealum.com/en/article/visibility-of-funding-interests-and-funding-round-information-1jxdaed/?bust=16850062433756-can-membeFew readersFunding round related communication
What is Participants discussion? What is "Funding discussion with the company" and why is it available in the funding tab on some company applications but not on all applications? (https://help.dealum.com/en/article/funding-round-related-communication-k795m6/?bust=16851249309086-what-is-quotfunding-discussion-with-the-companyquot-and-why-is-it-available-in-Few readersSharing 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. ThFew readersExporting funding interests
Deal room's full funding report Exporting funding interests from a funnel step Exporting interests added to specific application (https://help.dealum.com/en/article/exporting-funding-interests-1dzlgbo/?bust=17340960206876-Few readersImporting funding interests
Importing from another application Importing from Excel Importing from another application If a company you have previously invested in is raising another round (https://help.dealum.com/en/article/managing-funding-rounds-7z6oh1/1-what-to-do-when-a-company-that-is-alreadFew readers
Good to know
Saving company applications as PDFs
How to save a company application as a PDF file? To save a company application as a PDF file, open the application from the funnel view and use the ‘Print’ button available on the toolbar under the header on the right. This downloads the company application as a PDF file or opens the file in your browser. All members who have access to the specific company application in tFew readersTestimonials about companies
Testimonials can be written by investors, mentors and other stakeholders of the company to share their experience with the company. Anyone who has access to the company's application and activity access in the deal room can write a testimonial. You can view company's existingFew readersSharing companies with other members of the deal room
I saw a company in the deal room that might be interesting for another member. How can I share it with them? Any deal room member who has access to the deal room’s members list can share a company application with other members. To do that: locate the company application you want to share in the deal room open the All actions menu of the application choose “Share” choose “Send to deal room member” select the relevant member(s) click “Continue” add a message to the notifFew readersWhat is "Removal request" and how do I react to it?
What is a "Removal request"? When you are an admin in your deal room, you might see a notification like this: Or you might see an application with this message: This is a data deletion request, initiated by the company. They want to delete the company application they have sent to your deal room, alongside with tFew readersUnfinished applications
What are unfinished applications? When you have an unfinished application to your deal room, it means that a company has started applying to your deal room, but hasn't completed and submitted their application yet and therefore do not count towards your deal room's application limit. Data about such companies (except for their brand/trade name) will not be visible to you until they have filled in all the required fields and submitted their application. If you believe that a company has fFew readersPerforming an action with multiple company applications in the funnel at once
You can multi-select company applications in any funnel step to perform different actions with selected applications. 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.Few readers