Managing your deal flow
6 articles
T
Written by Tania Landivar and SupportEditable Grid-Mode View
Use the grid-mode view to update multiple fieldsT
Written by Tania Landivar. Updated over a week ago
Adding Team Members to A Deal
If you are missing the ability to add more team members to a deal here is the solutionWritten by Support. Updated over a week ago
Passing deals
When it's time to say "No thanks", just pass that deal!Written by Support. Updated over a week ago
Moving a deal to portfolio
How to move a deal to your portfolio?Written by Support. Updated over a week ago
Investment Memorandums
Learn how to quickly create investment memos, which you can share with your stakeholders.Written by Support. Updated over a week ago
Passing a Deal and Notifying the Target Company
Gather valuable insights from passed deals and keep your team and entrepreneurs up to dateWritten by Support. Updated over a week ago