Dealum Help Center
Go to website
Back
Articles on:Getting started
Getting started on Dealum as an investor. What is a 'deal room' or 'funnel'? How to update your profile.

Categories

  • Startup / Company
  • Getting started
  • Dashboard
  • Funnel and Applications
  • Portfolio / Reporting
  • Member management
  • Events
  • Documents
  • Statistics
  • Settings
  • What is a deal room?
    What is a deal room? Sometimes you may be asked to create a personal deal room when joining an investor group/accelerator or incubator/event or competition type of deal room on Dealum. Your personal deal room is your investment profile that will represent you in the bigger group you're joining.  In general, your personal deal room is the place where you can manage your deal flow and investment process and collaborate with your partners on doing it. If your partners are involved in the pSome readers
  • Visibility of your deal room, deal room members and companies in the deal room
    Who can see my deal room on Dealum? Your deal room is visible to people who approach you using the company or member application link (https://help.dealum.com/en/article/adding-deal-room-members-and-collecting-member-applications-1mlru7z/6-can-i-collect-member-applications-from-people-who-are-interested-in-joining-my-investor-groupnetwork-with-the-help-of-dealum-how-can-i-see-Some readers
  • What is Funnel and how to use it?
    What is Funnel and how to use it? Funnel is your personal process that you use for evaluating and working with startup applications. You can read about customization of your funnel here. You can move the companies in your funnel between the steps by using 'Move to...' actions that can be found in the 'All actions' menu. To move multiple companies, multi-select select the companies (https://help.dealum.com/en/article/moSome readers
  • Investor profile
    What is an investor profile? Investor profile is a collection of information about your background, investment history and interests, and other related data which is attached to your personal deal room and is visible in the deal room you’re a member of. When you are joining a deal room where an investor profile is required, you (or the organization you invest as) will be created a deal room which functions as your investor profile. If you already have your own deal room where you haveSome readers
  • How can I search for or browse companies on Dealum?
    How can I search for or browse companies on Dealum? Dealum company database is not public. This means that you can only see companies that are in deal rooms you’re a member of and have the access to. Additionally, companies that have shared their public profile links with you. Search bar allows you to search for companies from the deal room that you’re currently viewing.Some readers
  • How can I get additional deal flow on Dealum?
    How can I get additional deal flow on Dealum? If you’re interested in additional deal flow, you can get a subscription for your personal deal room and make it visible to relevant companies on the platform.Few readers
  • Deal room profile
    Deal room profile Contains basic information about the deal room like one-liner and investment interests. You can find the shareable profile link from your deal room settings ‘Links’ section. People you share this link with can apply to your deal room as a company or request to join your deal room as a member depending on your discoverability setup. Companies can view the the profiles of deal rooms they have sent an application to.Some readers
  • Notifications settings
    Deal room notifications settings You can change your deal room’s notification settings in your deal room ‘Settings’ ‘Preferences’ ‘Notifications setup’. If you click on ‘Notifications setup’, you can choose what notifications and with which priority your members receive about activities in your deal room. You can choose for each activity if notifications about it should be ‘important’, meaning members will get an update on their email right away (if they are not online on the platfSome readers
  • How to use rich text editor
    Where is rich text editor available? Keyboard shortcuts and autoformats you can use Where is rich text editor available? Right now, it is available in 3 places: Company & member application intro/outroFew readers
  • Leaving a deal room
    How can I leave a deal room? To leave a deal room, find this deal room in your home view, open its additional actions menu and choose 'Leave'. You may get an error message and are not able to leave when you're the last admin or the primary contact person in that deal room. In that case, contact our support for assistance.Few readers
  • Primary email address of your account and how to change it (investors)
    What is primary email? Primary email address is the email you choose to receive all Dealum-related emails, like notifications (according to your given settings) and invitations. It is also shown as your contact email on your investor profile and/or deal room members' list (depending on deal room settings). How do I change my primary email? You can chSome readers
  • Two-factor authentication (2FA) and how to enable it
    On Dealum, you can use two-factor authentication (2FA) to add an additional layer of security to your account What is two-factor authentication? How to enable 2FA? How to log in with 2FA? (https://hFew readers
  • Deleting your account (investors)
    What is an "account"? (User) account is associated with an email address, and is not dependent on the number of companies or deal rooms it is part of. Deleting a company or a deal room, removing an account from company or a deal room, will not delete the account. How do I delete my account? If your account is no longer part of any deal room, follow these steps: Click on youFew readers

Not finding what you are looking for?

Chat with us or send us an email.

  • Chat with us
  • Send us an email
© 2023Dealum Help Center