Dealflow Company Scoring

Configuration

Users who can create scorecards:

• Administrators

• Moderators

Users who can use the scorecards:

1. To create a scorecard template navigate to the ‘Administration’ panel.

   

2. Select the ‘Company scoring’ tab from the left menu.

3. Click on the ‘Start’ button in the center of the screen.
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First Step: Naming and Describing the Template

• Provide a name and description for the template.

• Click ‘Set up criteria.’

​Second Step: Setting Up Sections & Criteria

• Utilize default sections and criteria or customize them by clicking on the ‘edit’ icon.

• Add or delete sections and criteria as needed.

• Set up score weights to emphasize the value of each section.

• Click ‘Set up rating scale’ to proceed.

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Third Step: Scoring Scale

• Choose a 3 or 5-point rating scale.

• For each Score label, determine the beginning and end of the score range.

• Rename labels as desired.

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Note: Rating scale updates are not possible after template creation.
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Fourth and Final Step: User Weight

• Allocate score weight to team members by increasing their scoring number

• Click ‘Save’ template to create it.
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Assigning Template to a Company (Only accessible by 'Administrator' and 'Moderator' user roles)

To select a template when multiple ones exist:

1. Click on the ‘Options’ button.

2. Select ‘Manage scorecards.’

3. Choose the desired template and then click on the ‘Add score’ button on the company profile page to assign a score.
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Note that users with roles below 'Administrator' and 'Moderator' can only provide scores after one of these top roles assigns a scoring template to a company. In cases with multiple templates, a higher user role, such as 'Administrator' or 'Moderator,' needs to assign a new template to the desired company to enable users with roles like Investor or lower to score.


Scoring and Using the Scorecards

Scoring is easy. To give your score, navigate to any company profile page and follow these steps:

1. Click on the ‘Add score’ button.
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2. Provide your score and leave a comment if needed for any specific criteria.

3. If you are not ready to give your full score, select ‘Save draft’ to save your updates and finish it later.

4. Click ‘Submit’ when the scoring is complete.
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Updating the Score Template

Scores are visible on the company profile page and through shared links. To view or update scores:

1. Click on the score.
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2. Click on the list menu with the template name to display scores from other templates if available.

3. To modify your score, select ‘View my score’ and then click ‘Edit scorecard’ to make the desired changes. Please note that if you select the template that is not current, you can only view that score, not update it.
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You can also remove your personal score at any time from the scorecard edit page by dragging the score of all labels to ‘0’ and then clicking ‘Save draft’.
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Final Score

Group Score: After submitting your score, you can check the group score by clicking on the score displayed on the company profile page.

Scoring Status: On this page, you can observe completed scores along with the respective users and scores. For those who haven't scored, easily identify them by the 'Not Completed' status. You can remind users to share their scores by clicking on the 'Send Notification' button.

Personal Score: To view only your score click ‘View my score’

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Final Score: The final score is only available if the company is in the 'Rejected' or 'Invested' stage.

Please note that currently, scorecards cannot be added to companies in the ‘Rejected’ or ‘Invested’ stages because they are designed to display only the final aggregated score.

Data of old Star-rating

If you were using the old rating system, we kept your previous score and moved it to a new template called ‘General’. You can edit it any time you want by going to Administration settings.



If there is anything you need further assistance with, please contact our support team on the platform, we are always happy to assist.
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