company logo
Edda Help Center
  • Go to edda.co
Dealflow
  • Dealflow
    • Administration
    • Company Profiles
    • How To's
    • Features
  • Portfolio Management
    • Company Profiles
    • Operations
    • Fund Management
    • Graphs and Data Visualization
  • Document Center
  • Integrations
  • Contact
  • Administration
  • LP's portal
      Back to home
      1. Edda Help Center
      2. Dealflow
      • Dealflow
        • Administration
        • Company Profiles
        • How To's
        • Features
      • Portfolio Management
        • Company Profiles
        • Operations
        • Fund Management
        • Graphs and Data Visualization
      • Document Center
      • Integrations
      • Contact
      • Administration
      • LP's portal

      Dealflow

      Guides and advice on how to effectively utilise Dealflow and it's features
      • How to Set Mandatory Rules on Dealflow.
      • How to delete a user
      • Collect Company Data Using Dealroom
      • Hera.I Email Rejector
      • Hera.I Pitch-deck Reader
      • Importing your data into Edda Dealflow template
      • Hera.I Due Diligence Assistant
      • How to move companies through stages
      • 📊 Dealflow Company Metrics

      Administration

      • Configuring your Dealflow workflow plan
      • Pipeline Configuration
      • Edda User Management
      • Re-order fields on company profile
      • Form Builder
      See more

      Company Profiles

      • Overview of company profiles in dealflow
      • Media Tab Overview
      • Dealflow Company Scoring

      How To's

      • Exporting in Dealflow
      • Importing data into Edda Dealflow
      • How to share potential investments with non-Edda users
      • How to transfer a company to another pipeline
      • Creating Investor Reports
      • Moving a company from dealflow to portfolio
      • How to handle multiple submissions
      • Edda Direct Email Integration
      • How to delete companies from your pipeline
      • How to customise list items throughout Edda
      • How to secure your Edda account with 2FA
      See more

      Features

      • Dealflow Tasks, Task Center and Task Templates
      • Dealflow Review
      • Dealflow Reports
      • Dealflow Table view
      • Comments in Dealflow
      See more
      company logo
      Edda Help Center
      • Go to edda.co