Getting started with your Investor Plus subscription
Get started with Investor Plus by adding your first company and investment round to your personal Portfolio in less than 5 minutesFew readersWhat is Investor Plus?
Investor Plus is Dealum's personal portfolio hub, designed to help individual angel investors manage their whole early-stage portfolio in one place. Time is the hidden cost of angel investing. Investor Plus helps you stay on top of performance, updates, and key documents—so you can make better follow-on and support decisions. Here's a 3 minute introduction to help you get the most from your free 10 day trial of Investor Plus: youtube (9YrFew readersInvestor Plus dashboard
The Dashboard of your personal deal room features a Getting Started guide, file import shortcuts, Portfolio performance overview, summaries of Investor Updates and Deal FlowFew readersImporting and adding portfolio companies
Populate your Investor Plus portfolio by adding a single company and contract, uploading all your investments in one import from Excel, or bringing in your investments from other deal rooms you are a member of.Few readersAdding investments from uploaded documents
Automatically add new company investments and rounds to your Investor Plus Portfolio by uploading investment documents. AI Assist will extract the round information and populate your portfolioFew readersPortfolio overview (Investor Plus)
The Portfolio enables both overall portfolio performance monitoring and in-depth individual company performance tracking, with all investment rounds, documents, updates and reporting of each portfolio company in one placeFew readersImport company updates by upload and email
Add company update reports to your Investor Plus Portfolio by uploading files or forwarding emails. AI Assist will extract and summarize key data to populate your portfolio with editable Updates and Reports. You can opt to customise the default KPIs and reporting questions across your portfolioFew readers