• Portfolio (overview)

  How does portfolio management work on Dealum? Video tutorial about using Portfolio How to interpret the portfolio summary? How can I add/copy invesFew readers

• Adding companies and funding rounds to Portfolio

  Adding data from funnel to Portfolio Adding data direcFew readers

• Managing funds in Portfolio

  Funds feature allows you to manage funds and their investments in companies in your deal room’s Portfolio. It is useful when you manage a fund and a group of angels who can invest in companies also directly alongside the fund or just manage multiple funds and want to show investors their participation in the fund's investments. How toFew readers

• Exits

  How to record exits in Portfolio? If the company makes an exit or your deal room exits from an investment, you can convert the corresponding investment in Portfolio to an exit. To convert an investment into an exit: open Portfolio click on the company you’ve exited from open the Actions menu from the top right corner of the rounds view choose “Convert to exit” enter the exit date and how much your deal room received from the exit (this number should include the initial investFew readers

• Filtering information in Portfolio

  How to filter companies/investments in the portfolio by companies’ profile information? How to see which companies and rounds a specific member has invested in? How canFew readers

• Exporting Portfolio information

  How to export all Portfolio information from the deal room? To export full Portfolio information in .xlsx format: go to deal room settings navigate to the Export / Import tab chooseFew readers

• Company reporting data in portfolio

  What is reporting data in portfolio? Reporting data in portfolio is the same as the one available in applications. The use cases are different: reporting in applications is to help make a decision for investment, while reporting in Portfolio is to keep eyes on how your investment is doing. You can find RFew readers

• Discussion in portfolio

  What is "Discussion" in portfolio? Each portfolio company has a dedicated discussion thread where members who have invested in a company can discuss topics related to that company privately. So, unlike application discussions that are visible to most members with access to companies and their applications, these discussions are meant exclusively for the investors who have invested in the company.Few readers

• Documents in Portfolio

  How to privately share documents with members who have invested in a specific company? Portfolio documents can be added by and are visible only to members who have invested in the specific portfolio company and to members who have full edit access to Portfolio. To add a portfolio documFew readers

• Monthly reports/investor updates from companies

  How to request reporting information from companies? To get monthly updates with KPIs and other relevant information from a company, you have to have that company in your deal room with a profile/application created by the company. You can read here how you can add companies to your deal room. If you have the company in your deal room, you can request monthly reports from them (if they have not alreFew readers