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How can I add a Deal Memo?
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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
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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

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