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Dealflow

Dealflow
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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

Company Profiles

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

How To's

Exporting in Dealflow
Dealflow Data Import
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

Features

Dealflow Tasks, Task Center and Task Templates
Dealflow Review
Dealflow Reports
Dealflow Table view
Comments in Dealflow

Edda Help Center

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