Here’s how Dealum makes your life easier
Save time with better funnel management
Funnel setup
- Set up a custom multi-step pipeline to review companies
- Automate repeat actions with step triggers
- Create email templates for frequent communication
Deal flow management
- Pre-evaluate companies before presenting to members
- Rate companies using different criteria, in multiple rounds, or during live events
Analyze the deal flow and members’ statistics
Company applications
- Collect applications with a custom multi-step online form
- Chat with companies to ask for more info
- Request monthly reports from companies
Investor communication
- Discuss deals with your members
- Share documents
- Create events and send RSVP invitations
Increase investor engagement and grow your group
Members management
- Add member application link to your website, review and approve new members
- View members contact book and their investor profiles
- Create member groups and configure their access to information on a granular level
Members involvement
- Use tags allowing members to find and filter relevant info more easily
- Assign a specific member as an account manager on an application
- Add tasks to company application and assign them to members
Close rounds and co-invest efficiently
Deal management
- Add interest indication to deal and see how much has been committed overall
- Create private funding round to discuss and manage the deal
- Use the portfolio to track investments
Deal sharing
- Share the funding round and invite other groups and individuals to join
- Share, discuss, and sign deal-related documents
- Assign round lead with specific access rights