Here’s how Dealum makes your life easier

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

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

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