Deal Partners

This page lets you enter and manage your deal partners for a particular fund.

To reach this page

1. Go to the Portfolio level of the app by clicking the top-left logo.

2. Click the Exit Plans tab and Funds sublink.

3. Click the Deal Partners link.

To add a deal partner

1. Go to an empty row. Enter the organization, contact, type, amount and funding date.

2. Click the Update button.

To delete a deal partner

1. Click the delete checkbox.

2. Click the Update button.