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Why Learn Angelsoft? Gets investors on the same page Saves email traffic & lost information Channels deal leadership productively Enables active portfolio.

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Presentation on theme: "Why Learn Angelsoft? Gets investors on the same page Saves email traffic & lost information Channels deal leadership productively Enables active portfolio."— Presentation transcript:

1 Why Learn Angelsoft? Gets investors on the same page Saves 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

2 The First Steps Get an invitation to Angelsoft Open slide deck at left, at right

3 So Youre Invited To Angelsoft Youll be ranked an Investor and Regular User Heres what the from your admin looks like:

4 Create your Angelsoft Account Click on the link in the Create your password, Submit, & Continue

5 Heres Your First Screen As a new regular user, youd see this first Click on My Profile tab (with the green percentage)

6 Fill Out Your Member Profile This helps group admin route deals & DD right Help members to learn about each other Keep deal momentum going!

7 Fill Out Your Member Profile Besides contact info, key sections to complete are: –Your interests, expertise and experience

8 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 groups name) –Select the New or In Progress filters at left

9 Heres Your Dashboard! You only see deals admin has shared with you Theyll share all deals actually presented

10 Heres A Deal Home Page! Click on the name of a deal in the Deal List, get here!

11 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)

12 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

13 So Now Youre A Deal Lead You have a new list at left, the deal you lead is there

14 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

15 Event Creation Use this for every investment & DD meeting Habituate members to Angelsoft usage

16 Create Alerts Remind involved members re: tasks, events, news Maintain deal momentum

17 Recap 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


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