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Articles on:Settings
Settings page is for making sure all details of your deal room work alongside your processes.

Categories

  • Startup / Company
  • Getting started
  • Dashboard
  • Funnel and Applications
  • Portfolio / Reporting
  • Member management
  • Events
  • Documents
  • Statistics
  • Settings
Exports
  • Exporting information about companies in the deal room
    How can I export the company applications from my deal room? How can I export contact details of companies in my deal room? Only members with full access to deal room settings can export data. To export information about companies in your deal room, go to your deal room Settings and opSome readers
  • Exporting information about deal room members
    Only members with full access to deal room settings can export data. To export the information of your deal room members, go to your deal room Settings, and open the ‘Export / Import’ tab. There you have an option to download an Excel file with all deal room members' information. The export includes the list of your deal room members together with their emails, phone numbers and other information provided on their investor profiles.  You can also export the information of your deal room membersFew readers
Payments
  • Collecting payments from deal room members and companies
    It is possible to collect membership fees and company application fees using Stripe integration. Payments are transferred straight to your Stripe account (Stripe fees apply). Stripe is an external service provider that handles all the monetary transactions. Please note that Dealum is not involved in the monetary transactions. To get Stripe integration for your deal room, please contact your account manager or our support. Only our team can activate Stripe for your deal room. After Stripe is acSome readers
  • Deal room's subscription and billing
    How can I cancel my subscription/trial? You can cancel your current subscription plan when you open the deal room that has a premium subscription/trial, go to SettingsFew readers

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