Administration
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      Get Started: Edda Essentials Guide

      Welcome to Edda! This guide will help you get started with our platform and show you how to access additional resources to enhance your experience.

      Welcome to Edda!

      Edda is a collaborative tool for professional investors that allows you to see the true dimension of your investments and the value and impact they create. Our platform is design-led and combines dealflow, portfolio, LPs and business community management in one place.


      With over $135B in assets under administration on the platform, Edda is used by 100+ investment firms across 39 countries including Plug&Play, Bpifrance, Future Shape LLC, SG Innovate and more.

      🔗 Video Introduction: Welcome to Edda (Click here to view)

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      Navigating the Admin Panel

      Accessing the Admin Panel

      • Follow the step-by-step guide to access the Admin Panel.

      • Once inside, you can manage users, pipelines, and workflow stages directly.

      User Management

      🔗 Learn more: User Management in Edda

      • Go to the User tab in the Administration Panel.

      • From here, you can:

        • Create new users

        • Edit existing users

        • Disable or delete user accounts

      • The Admin Panel provides full control over user access and roles.

      Pipelines and Funds

      🔗 Learn more: Managing Pipelines in Dealflow

      • Edda uses a double deletion process to prevent accidental data loss.

      • Step 1: Archive the pipeline or fund

        • Hover over the desired pipeline in the dropdown menu.

        • Choose the Archive option.

        • The archived pipeline remains visible in your list and can be restored or deleted later.

      • Step 2: Delete the pipeline

        • Once deleted, all companies and associated data will be permanently removed.

      • This process ensures data safety and allows recovery before final deletion.

      Configuring Your Dealflow Workflow

      🔗 Learn more: Configuring Your Dealflow Workflow

      • Set up your Dealflow stages directly in the Administration Panel.

      • You can:

        • Create, rename, or delete stages as needed.

        • Design a workflow that matches how opportunities progress through your Dealflow.

      • The stages New, Watchlist, Rejected, and Invested are fixed and cannot be changed.

      • All other stages are fully customizable to reflect your internal investment process.

      Creating a New Deal

      1. Add a New Company

      • From the Dealflow homepage, click “Add New Company.”

      • Choose one of two options:

        • Type the company name manually, or

        • Drag and drop a pitch deck.

      • When you upload a file, Edda automatically extracts key information (team, market, business model).

      2. Enrich the Company Profile

      • After extraction, you can connect to:

        • Crunchbase

        • Dealroom

        • Pitchbook

      • This enriches the company profile without manual data entry.

      3. Review the Result

      • Edda creates a fully populated company page with:

        • Summary notes

        • Key data

      • The result: structured, actionable deal information generated in seconds.

      🔗 Watch a Demo: Creating a New Deal (Click here to view)

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      Company Profile: Comments and Tasks

      Comments

      • Located in the right-hand panel of the company profile.

      • Use it to:

        • Tag teammates

        • Leave insights or questions

        • Upload documents

      • Keeps communication organized and linked to the deal.

      Tasks

      • Found next to the Comments tab.

      • You can:

        • Create reminders

        • Assign responsibilities

        • Set deadlines and track completion

      • All tasks are visible to your team.

      Task Center

      • Access a global view of tasks by user, pipeline, company, or status.

      • Quickly see what’s in progress or overdue.

      Automated Tasks

      • In Settings, define automatic task creation by pipeline stage.

      • Example: when a deal reaches “Due Diligence,” Edda can assign a pre-set checklist automatically.

      • Saves time and ensures consistency.

      🔗 Watch a Demo: Centralizing Your Tasks on Edda (Click here to view)

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      Custom Scorecards for Deal Evaluation

      🔗 Learn more: Dealflow Company Scoring

      Creating a Template

      • Go to Settings → Scorecards.

      • Define:

        • Scorecard name

        • Evaluation categories (e.g., Team, Product, ESG)

        • Scoring scale (0–3 or 0–5)

        • Weighting for senior reviewers

      Score a Company with Your Team

      • On a company page, click “Add Score.”

      • Select a template and submit:

        • Scores

        • Comments

        • Red flags

      • Remind reviewers with one click if scores are missing.

      • Edda calculates averages automatically for a clear team consensus.

      🔗 Watch a Demo: Custom Scoring for Deals (Click here to view)

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      Dealflow Metrics and Reporting

      🔗 Learn more: Dealflow Reporting

      Reports Overview

      • Go to the Reports section to analyze your pipeline.

      • Select a time period and apply filters (industry, source, market).

      Funnel View

      • Visualize company movement through pipeline stages.

      • Identify bottlenecks and conversion rates (e.g., Screening → IC → Term Sheet).

      Overview Tab

      • Displays:

        • Pipeline volume

        • Stage duration

        • Active/rejected/fundraising companies

      Additional Insights

      • Track:

        • Deal sources

        • Investment markets

        • Fund deployment

      Team Performance

      • View contribution by team member:

        • Deals sourced

        • Activity level

        • Conversion to investments

      Investing in a Company: Seamless Dealflow to Portfolio

      🔗 Learn more: Moving a Company from Dealflow to Portfolio

      Transitioning a Deal

      • Move a deal to the “Invested” stage.

      • Confirm:

        • Investment date

        • Fund assignment

      Data Transfer

      • Choose which data carries over:

        • Team

        • Documents

        • Metrics

        • Notes

      • Manage these in Dealflow → Portfolio Settings.

      After Transfer

      • The deal remains in Dealflow with a “Pending” tag.

      • Linked to its fund for ongoing tracking in the Portfolio module.

      • Prevents duplicate data entry.

      Email Integration

      🔗 Learn more: Email Plugins

      Connecting Your Account

      • Go to Settings → Integrations → Email.

      • Click “Connect Mail Account” and choose your provider:

        • Gmail

        • Outlook

        • Other

      • Complete the login flow.

      Email Matching

      • Edda matches emails to companies using:

        • Company website

        • Contact email addresses

      Privacy and Control

      • Edda does not read email content — only:

        • Sender

        • Recipient

        • Subject

        • Timestamp

      • Use the blacklist to exclude specific senders.

      Contact Center

      🔗 Learn more: Edda's Contact Center

      Accessing Contacts

      • Click the menu icon in the top navigation bar → Contact Center.

      • See all stakeholders:

        • Founders

        • Board members

        • Co-investors

      Managing Contacts

      • Sort and filter by name, company, or role.

      • Customize visible fields and export data.

      • Click a contact to view:

        • Connected emails

        • Logged events

      Events Tab

      • Log meetings, calls, or touchpoints.

      • Keep a full interaction history accessible to your team.

      User Management and Permissions

      Managing Users

      • Go to Settings → Users.

      • View:

        • Active users

        • Pending invitations

        • Inactive users

      Adding Users

      • Click “Add Users” → enter email → assign role.

      Roles and Permissions

      • Admins / Moderators: full access.

      • Viewers / Custom roles: limited or pipeline-specific access.

      • Hide sections like Documents or Notes if needed.

      • Changes apply immediately.

      Trust and Security

      • SOC 2 and ISO 27001 certified.

      • Hosted entirely in the EU, fully GDPR-compliant.

      • Includes:

        • Two-factor authentication

        • Encrypted communication

        • Regular security audits

      • Edda never sells or analyzes your data.

      • You can export your data anytime.

      Support and Customer Success

      Getting Help

      • Search and browse the Help Center for guides and FAQs.

      • Use the in-app chat for direct support.

      Customer Success Manager (CSM) Service

      • If you feel that having a dedicated CSM would be beneficial (whether through personalized strategy sessions, proactive insights, or tailored support) we’re happy to explore adding this service to your account.

      • Your CSM will:

        • Help configure your workspace

        • Train your team

        • Monitor usage and adoption

        • Align Edda with your investment process

      • Includes quarterly reviews, insights, and early feature access.

      • Contact: csm-team@edda.co