Dealflow Review

Dealflow review allows users to generate company presentation slides very quickly for use during investment committees or meetings.

During the review, you can view the companies in your pipeline, assign team members to specific tasks, define the next steps for each deal, and make decisions on how to act on the company. 

Once you start a review, each company included will be formatted into a single slide displaying relevant information from the desired tiles you selected.

How to Use Dealflow Review

Users who can create, delete, and stop reviews, as well as join as participants

• Administrator
• Moderator
• Investor

Starting a Review

You can access or start a review by selecting either the 'Dealflow review' button or ‘Review’ at the top bar.

First Template & Creating Templates

• You can create templates at any time from either the Review page or ‘Dealflow review’ menu.
• If this is your first time accessing the page, you will need to click on ‘Create your first review template’ to begin.

• 1st Step: Enter the name and description, then select ‘Next’.

• 2nd Step: Add conditions to display specific companies. Select the ‘Property’—this can be a stage, metric, or field—and then determine what you want to filter based on the selected option. You can add as many conditions as needed.

• Determine how you want to organize those companies if needed.

For example, the conditions in the screenshots above will add companies from the ‘Watchlist’, ‘New’, and ‘Committee’ stages, then sort them by owners from A to Z. Once ready, select next. 

• 3rd step: Select the presentation layout:
  • Edda Default Layout
  • Blank canvas to start from scratch and create your own tiles
  • If you have templates created, you will find them below the ‘Blank canvas’ to use their layout.

Finally, choose whether you want to create a template and go to the homepage or create and start the review.

Layout Customization

Adding Content to Presentation

During the review, you can adjust the layout by clicking on the ‘Layout Edition Mode’ and then using the search bar to find the desired tiles. You can add or change the order of the tiles by dragging and dropping them. When you toggle back to the presentation the changes are saved automatically.

Removing Content from Presentation

You can remove tiles by clicking 'Show Layout Editor' and moving them from the presentation to the tiles sidebar. Then, switch back to the presentation, and the changes will be saved automatically.

Managing Existing Templates

Once you have created templates or have existing ones and want to manage them, you have two options to access the templates:

• The ‘Reviews’ button at the top will take you to the dedicated review page. There, you will see the review templates presented in cards at the top and the latest review listed at the bottom. Key features here include:
  • Each card shows the title, description, and last review date, along with the status (Closed/Open). You can join an open review or start a review by clicking the respective button on the review card.
  • The options button on the card allows you to edit, duplicate, or delete the template. If you are going to delete a template, make sure to download the presentations generated from it, as they will all be deleted.
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  • On the presentations list below the templates, open reviews are highlighted with a red dot, and you can join these reviews by clicking the arrow button at the right.
  • For closed reviews, you can click on the options to either download the slide (currently exports the company profiles), download the summary, or delete the slide.
  
  
  • Multiple templates: You can see the number of templates listed, and you can display additional templates by clicking on the number on the right below the templates section you can view the rest of the templates.
• The ‘Dealflow review’ button on the homepage displays a quick access menu to the review feature where you can see and select:
  • Open Reviews to access the review page
  • Create new templates
  • List of current reviews highlighting open reviews with a red dot (You can access active reviews by clicking ‘Join’).

During the Review

During the review, you have access to key features on the default sidebar on the left:

• Navigate to the company profile: You can easily visit the company profile by clicking on the button at the top right.
• Move to the next company: Use the arrow buttons next to the company name to check others.
• Reject companies.
• Move the company to another stage: Once selected, the stage name will be displayed under the company name during the presentation.
• Participants: This section will show the users who joined the review.
• Voting system: This section will display the names of the users who voted along with their votes.

• Comments & Tasks: You can add comments and tasks directly from the review. Any available comments and tasks on the company page will be listed accordingly.

• Layout editor: By clicking on the toggle button at the bottom of the sidebar, you can access the layout editor mode to move, add, or delete data tiles. 

Information displayed on the presentation

• Tiles Display: Tiles will display data according to the company. If there’s no data available on the company profile, the tile will be grayed out.
• Previewing Documents and Notes: Document previews may vary depending on the browser, while notes can be previewed directly within the presentation.
  
  

Stopping Reviews

Once you've finished the presentation, make sure to stop it by clicking 'Stop the review' at the top right. This ensures that the actions taken are saved in a summary PDF file, which you can download from the review slides list.

You can start the review again at any time. Each time you stop it, the actions are saved and stored in the review slides list where you can see when this specific review presentation started and ended.

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