• Getting started with your Investor Plus subscription

  You'll find everything you need in your Dashboard, including shortcuts to add portfolio companies and reporting in just a few clicks. Get your first company insights in minutes Open your deal room and log in if needed.   In your Dashboard, click Add new investment on the right and enter the company name. You can also upload your investment contract atFew readers

• Extracting investment data from uploaded documents (Investor Plus)

  Adding an investment round with the help of AI assistant via Portfolio page You can add a new investment round using the AI assistant from three locations on the Portfolio page: Click the "Add" button at the top of the page and select "Investment" from the dropdown Use the "Add investment" button in the header of the Investments section Scroll to the bottom of your portfolio company list and click "Add a company" (https://storage.crisp.chat/users/helpdesk/website/-/8/0/3/d/803dFew readers

• Tracking portfolio performance (Investor Plus)

  The AI assistant offers a fast and convenient way to monitor how your portfolio companies are performing by automatically summarizing investor updates and reports received outside the Dealum platform. It extracts key metrics and highlights from uploaded documents as well as from forwarded emails and their attachments. To import investor reports for a portfolio company: Find the company in Portfolio and open the company’s portfolio page Navigate to the Reporting tab Choose one of the folloFew readers

• Asking AI assistant questions about deal room data (Investor Plus)

  How does the AI Assistant chatbot work? You can access the AI chatbot by using the “Assistant” button at the top of your screen on the left from the deal room search. You can ask the AI assistant questions about following deal room data: Company applications (except for applications in cold archive steps) Application taFew readers

• Extracting company data from a pitch deck (Investor Plus)

  How to extract company data from a pitch deck? AI assistant streamlines the deal intake process by automatically extracting and pre-filling application data from pitch decks received as documents outside the Dealum platform. There are two ways to do this. Uploading the pitch deck manually Navigate to Funnel from the left-side menu Click on “Pitch deck” on the right side or open “Add company” dialogue and select “Pitch deck” from there. (https://storage.crisp.chat/users/heFew readers