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

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  • 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 investor 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 yoSome readers
  • Visibility of your deal room, deal room members and companies in the deal room
    Who can see my deal room on Dealum? 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-the-profiles-of-my-deal-roSome readers
  • What is Funnel and how to use it?
    Funnel is a pipeline that can be customized to reflect the evaluation and/or investment process you use for managing applications from companies. 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/articSome readers
  • Investor profile
    What is an investor profile? How can I update my investor profile that is visible in a deal room? How can multiple people use the same deal room as their investor profile? (https://help.dealum.com/en/article/investor-profile-1563wac/Some readers
  • 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.Few readers
  • How can I get additional deal flow on Dealum?
    If you’re interested in additional deal flow, you can get a subscription for your deal room and make it visible to relevant companies on the platform. Although not public on our pricing page, subscriptions are available also for angel investor and VC type of deal rooms. You can upgrade your deal room's subscription in Settings Billing and reach out to Dealum supportFew readers
  • Deal room profile
    Contains basic information about the deal room like one-liner and investment interests. You can find the shareable profile link in your deal room settings from the Links tab. People you share this link with can apply to your deal room as a company or join your deal room as a member depending on your discoverability setup. Companies can view your deal room profile if they have applied to your deal room your deal room appears among their discoverability recommendations (https://help.dealumSome readers
  • Deal room notifications setup
    To change your deal room’s notification settings: go to deal room settings navigate to the "Preferences" tab click on "Notifications" in the Setup section You can choose what notifications and how your members receive about activities in your deal room. It is possible to choose between three settings for each listed activity that can trigger notifications: The activity has a regular priorFew readers
  • What do the actions “Follow”, “Unfollow” and “Not interested” do on company applications?
    How to follow/unfollow applications and what it means How to mark that you are not interested in an application? (How to mark that you are not interested in an application?) How to filter applications by following/not interested status? (https://help.dealum.com/en/article/what-do-the-actions-foFew readers
  • Personal notifications settings
    You can change your notifications settings in 'Personal settings' 'Notifications' from the top right menu. It's possible to turn on browser notifications to see all in-app notifications immediately on your screen when you have Dealum open in your browser. Additionally, you can choose how you would like to receive email notifications. The two possible settings are: All messages - receSome readers
  • How to use rich text editor
    What can I do with rich text editor? Keyboard shortcuts and autoformats you can use What can I do with rich text editor?Few readers
  • Leaving a deal room
    How can I leave a deal room / remove myself from a deal room? To leave a deal room: find this deal room in your home view open its additional actions menu and choose "Leave the deal room" You will get an error message and won't be able to leave when you're the last admin or the primary contact person in that deal room. If you're the primary contact person of the deal room, you haveFew readers
  • Changing primary contact person of a deal room
    To change the primary contact of the deal room: go to deal room Settings open the Preferences tab click on "Change" next to the current contact person select new primary contact click "OK" (https://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
  • 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

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