To add a Deal Memo:
• Go to Dealflow > Deals > Deal Memos and then click the green Add Deal Memo button in the top right corner.
• You will need to type the organization's name and choose the investment type. We will provide you with 7 tasks we recommend to finish your deal memo. The first task will display when adding a Deal Memo, which asks you to rate the organization based on your Rating categories.
• After adding a deal memo, you will see a progress bar. You can see the remaining 6 tasks on the bottom right-hand side of the progress bar.
Adding a deal memo will notify other teammates that you've created a deal memo. You can change whether you receive such notifications in the "Notification Settings" page in the top right profile dropdown.
Arcade Video tutorial showing you how to Add a Deal Memo: https://app.arcade.software/share/kyXquhOjxXEM3nbdUI2B
Go to Dealflow > Deals > Deal Memos and then click the green Add Deal Memo button in the top right corner.
You will need to type the organization's name and choose the investment type. We will provide you with 7 tasks we recommend to finish your deal memo. The first task will display when adding a Deal Memo, which asks you to rate the organization based on your Rating categories.
After adding a deal memo, you will see a progress bar. You can see the remaining 6 tasks on the bottom right-hand side of the progress bar.
Adding a deal memo will notify other teammates that you've created a deal memo. You can change whether you receive such notifications in the "Notification Settings" page in the top right profile dropdown.
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