Why Learn Angelsoft? • Gets investors on the same page • Saves email traffic & lost information • Channels deal leadership productively • Enables active portfolio management • Gives admin a full & updated view of the group, the better to: – Organize it – Make a case for it
17
Embed
Why Learn Angelsoft? Gets investors on the same page Saves email traffic & lost information Channels deal leadership productively Enables active portfolio.
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Why Learn Angelsoft?• Gets investors on the same page• Saves email traffic & lost information• Channels deal leadership productively• Enables active portfolio management• Gives admin a full & updated view of the group, the better to:
– Organize it– Make a case for it
The First Steps
• Get an email invitation to Angelsoft • Open slide deck at left, email at right
So You’re Invited To Angelsoft
• You’ll be ranked an “Investor” and “Regular User”• Here’s what the email from your admin looks like:
Create your Angelsoft Account
• Click on the link in the email• Create your password, “Submit,” & “Continue”
Here’s Your First Screen• As a new regular user, you’d see this first• Click on My Profile tab (with the green percentage)
Fill Out Your Member Profile
• This helps group admin route deals & DD right
• Help members to learn about each other
• Keep deal momentum going!
Fill Out Your Member Profile
• Besides contact info, key sections to complete are:– Your interests, expertise and experience
Looking At Deals
• The 2 steps to see deals on this screen are:– Go to the Deal List (top middle tab in light blue with your group’s name)
– Select the “New” or “In Progress” filters at left
Here’s Your Dashboard!
• You only see deals admin has shared with you
• They’ll share all deals actually presented
Here’s A Deal Home Page!
• Click on the name of a deal in the Deal List, get here!
Do Your Part: Deal Rating & Interest
• Look at every deal presented to the group:– Set your interest level to stay informed, and rate & review
• Help the group keep deal momentum (or justify a quick decline)
Other Deal Home Page Actions
• MESSAGES: For all Admins, Interested Investors, the Entrepreneur
• DOCUMENTS: Upload & download deal-related files• HISTORY: See all the status updates• DEAL LEAD: Ask your admin if you can be Deal Lead
So Now You’re A Deal Lead
• You have a new list at left, the deal you lead is there
Deal Leadership
• New buttons: “Create Alert,” “Create Event,” “Share,” & “More”– “More” lets you edit Access, Lead, Preferences, and decline/delete the deal
• You also now have Update link in the Status Note bar
• You can also change Deal Stage (right side “NEW” button
• You can also create an event (right side) such as a DD meeting
Event Creation
• Use this for every investment & DD meeting• Habituate members to Angelsoft usage
• When members finish their profile: – Group admins can send only items of interest– You get to know each other outside meetings
• When members rate, review & indicate interest level on each deal sheet:– Group admins can advance the deal, or decline it– You will only receive traffic on deals of interest
• When members are deal leads, they can:– Schedule due diligence meetings– Provide updates & reminders– Advance the deal stage and show progress