Setting up

• Customization of funnel and application form

  How can I edit/customize my funnel? Your funnel is fully customizable. You can have as many steps as you need in your funnel and their names and properties can also be customized. To edit your funnel, open your deal room and go to 'Settings' 'Preferences' 'Deal room setup' 'Funnel setup' or open the menu from the right upper corner of your funnel (an arrow) and choose 'Funnel setup'. There, you can add and delete steps, move their position in the funnel, edit step names, change stPopular

• Adding your deal room's company application link to your web page

  I want to add my deal room application link to my web page. How can I do that? Firstly, make sure that application link of the funnel step where you want to receive applications is active. For that, go to your deal room 'Settings' -'Preferences' -'Funnel setup', open the additional actions menu of the corresponding funnel step and choose 'Application link'. Make sure that 'Application link active' is ticked in the dialogue that will open. You can copy the application link from the saSome readers

• Collecting 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' (/en/article/customization-of-Some readers

• Configuring the funnel list view

  You can choose which columns are displayed in the funnel list view by opening the menu from the arrow in the top right corner of your funnel and choosing ‘Select columns’. Tick the columns that you want to see in your funnel in the dialogue that opens and close the dialogue. Please note that if information for some column(s) is not available in some funnel steps, those columns will automatically be hidden in such steps. Some columns may also be hidden when you’re using Dealum on a small screen/Few readers

• Setting up email/comment triggers in the funnel

  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 applFew 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. 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 can access the DatFew readers

• Adding companies to a deal room and getting company applications

  How can I add companies to my deal room? Startups can apply through your deal room’s application link. You can get this link when you go to ‘Settings’ ’Links’ and copy the link from the ‘Company application’ section. You can invite companies individually by using the ‘Invite Company’/'Add company' button in your Funnel view. Invited companies will receive an email invitation to apply to your deal room. You can let companies on Dealum that match your deal room's interests apPopular

• Closing 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, go to your deal room 'Settings' 'Preferences' 'Funnel setup', open the additional actions menu of the funnel step where you want to stop receiving applications to, choose 'Application link' and untick 'Application link active' in the dialogue that will open. Alternatively, you can determine the date range when the application link is active. AfterFew readers

• Adding/asking companies to add information on applications

  How to override information the company has provided in their application? You can override information the company has provided in their application using the edit answers mode. You can open the edit answers mode by clicking on the pen icon next to the company's name. You can override most of the answers by clicking on the plus icon next to the answer. If you want to add something to the company's answer you van use the 'Copy' button to copy the company's existing answer to the field beSome readers

• Filtering and sorting company applications

  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 sort the list of applications in a funnel step? You can sort the list of applications in a specific funnel stFew readers

• Adding 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. 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 youFew readers

• Assignees and application tasks

  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 applicatioFew readers

• Attaching files/documents to company applications

  It is possible to attach internal documents to company applications when you open an application and navigate to the 'Documents' tab on the application. 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 by entering a new or an existing folder name when adding or editing a document. Internal documents attached to a company application are visible to deal room members who have acFew readers

• Locking company changes

  What does the 'Lock company changes' action do? 'Lock company 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 coFew readers

• Receiving 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 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.Few readers

• Deleting company applications from your deal room

  How can I remove a company application from my deal room? Company applications cannot be deleted directly from the funnel. If you want to delete a company application, you have to first archive it. To remove the application from the step that you use as an archive of your deal room, find the application from that step and choose ‘Remove permanently’ from the ‘All actions’ menu. However, we do not recommend deleting applications of companies you’ve reviewed but are not investing in. InstFew readers

• Sharing 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 witFew readers

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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 readers

• Making 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 discoverability by following these steps: Go to deal room Settings Open the PreferencPopular

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). Voting can be added to any step in your funnel and several votings can be active at the same time in different steps of your funnel. It's up to you to decideFew readers

• Setting up voting

  How to set up rating/voting in a deal room? Voting can be set up by deal room members who have full access to deal room settings. To set up voting in your deal room, go to your deal room 'Settings' -'Preferences' -'Funnel setup' or open funnel setup from the funnel view. Open the addFew readers

• Choosing voting members and inviting them to vote

  Can I exclude some members/member groups from voting? / Can I include only specific members/member groups in voting? Yes. When you set up voting in your deal room, you can choose which members/member groups should participate in that voting. That way, the voting bar will be hidden from deal room members who are not selected as voters when they look at Funnel or company applications. They also won't receive invitations to vote when you send jury invitation emails. To include only specificFew readers

• Ordering 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 readers

• Viewing votes and exporting voting results

  How to export vote results? Only members who have full access to deal room settings can export data. To export voting results, go to your deal room Settings and open the ‘Export / Import’ tab. There you have an option to download an Excel file with voting results. The file will include aFew readers

• Removing 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' 'Preferences' 'Deal room' 'Deal room setup' 'Funnel setup'. Choose 'Voting' from the additional actions menu of the funnel step (three dots under the step name) where you want to deactivate voting. Untick 'Voting is active' in the dialogue that opens and click 'OK'. Voting is not shown on that funnel stepFew readers

Funding

• Funding tab on company applications

  What is the information that I see on the Funding tab about? 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. You can also add your own interest and optionally hide your name and/or estimated investment amount from other deal room members (options to keep your name and amount anonymous from other members (might not be available in all deal rooms). YoFew readers

• Managing funding rounds

  How to manage a funding round in the deal room? / How the funding rounds work? A funding round can be created for a company application by a deal room member who has at least 'View companies and create funding rounds' companies access and full activity access or a deal room member who has been set as the round lead in the funding tab of the specific company application. You can also let companies create a funding round while applying to the deal room. For that, go to your deal room 'SetFew readers

• 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? You can do it when you open the corresponding company application, go to the 'Funding' tab and open the additional actions menu of the funding interest of the member you want to make the round lead. (https://storage.crisp.chat/users/helpdesk/website/803d61f504a71800/kmmy959emcvFew readers

• Visibility of funding interests and funding round information

  Can companies see indicated investment interests? If there is no funding round created for the deal, the company does not see investment interests marked in the deal room. If a funding round has been created, it depends on the funding round settings what the company can see. Funding round settings can be configured by deal room/deal flow administrators (members who have 'View companies and create funding rounds'/'Full edit' companies access and full activity access (https://help.dealum.Few readers

• Funding round related communication

  Why is there a 'Chat with company' option available in the funding tab on some company applications but not on all applications? 'Chat with company' option in the funding tab functions as funding round chat and is meant for discussing funding round related topics between the company and funding round participants. Funding round chat is available only on company applications with a funding round where the funding round has been made visible to the company (company's role is 'Observer' orFew readers

• Sharing funding rounds and inviting external investors to participate

  How can I invite people from other deal rooms/outside Dealum to join the funding round? You can share a funding round 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' (available to round leads and members of the lead deal rooms who have 'View companies and create funding rounds' or higher companies access (https://help.dealum.com/en/article/managing-access-of-deal-room-members-1ex0spq/6-how-to-give-differenFew readers

• Exporting funding interests

  You can export the funding report of your deal room as an Excel when you go to the 'Export / Import' tab in your deal room Settings. This option is available only to deal room members who have full access to deal room settings. In the report, you can see which deal room members have indicated iFew 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 company PDF’ button available on top of the application on the right. This downloads the company application as a PDF file or opens the file in your browser. It’s not possible to save multiple company applications as files at once.Few readers

• Sharing 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? You can share a company application with another member by opening the ‘All actions’ menu of the application and choosing ‘Share’. Choose ‘Send to deal room member’ in the dialogue that opens. You can search for and select the member by starting to type in their name. (https://storageFew readers

• What 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 readers

• Pending (unfinished) applications

  What are Pending (unfinished) applications? When you have a pending (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. Data about such companies (except their brand or 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 forgot to finish their application and you're interesFew readers

• Performing 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. The actions menu allows you to: Email (https://heFew readers

• 'Access revoked’ notice 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.Few readers