솔루션

제품

파트너십

계약 안내

유용한 자료

회사 소개

솔루션

제품

파트너십

계약 안내

유용한 자료

회사 소개

솔루션

제품

파트너십

계약 안내

유용한 자료

회사 소개

For Private Companies

Fundraising 101

Shares

Meeting & Consents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service

Self-Onboarding

Dashboard

Data and Reports

For Investors

Fund

Portfolio

Invest / Performance

Others

2. Deal CRM - Deal Flow Management

Table Customization + Attribute Setting

🚩Navigate to [Deal Flow Process]

  • Completely customize and configure your table CRM settings to fit your investment opportunity tracking needs

  • To add a new [Attribute]

    1. Navigate to [Manage Attributes] or select the [+] sign on the right hand side of the table

    2. Select the data type you would like to track

      • Text, Number, Currency, Date, Select, and Multi Select

        • Select → Create options for one selection

        • Multi Select → Create options for various selections

    3. Manage attribute and column settings via [Manage Attributes]

Managing Deal Flow Stage Settings

🚩Navigate to [Deal Flow Process] → [Manage]

  • Customize deal flow stages by adding or delete deal flow stages

  • Mark required items per deal flow stage

Deal Opportunity Information Inputting

🚩Navigate to [Deal Flow Process] → [View]

  • Select [Edit] and [+] to file necessary information and files pertaining to the deal opportunity

  • To move on to the next deal process stage, please select the next stage button on the top right

To drop or delete a deal, please select the toggle button on the top right and click [Drop] or [Delete Review History]


For Investors

For Private Companies

For Investors

For Private Companies