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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 management• Gives admin a full & updated view of the group, the better to:
– Organize it– Make a case for it
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The First Steps
• Get an email invitation to Angelsoft • Open slide deck at left, email at right
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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:
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Create your Angelsoft Account
• Click on the link in the email• Create your password, “Submit,” & “Continue”
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Here’s Your First Screen• As a new regular user, you’d see this first• Click on My Profile tab (with the green percentage)
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Fill Out Your Member Profile
• This helps group admin route deals & DD right
• Help members to learn about each other
• Keep deal momentum going!
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Fill Out Your Member Profile
• Besides contact info, key sections to complete are:– Your interests, expertise and experience
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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
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Here’s Your Dashboard!
• You only see deals admin has shared with you
• They’ll share all deals actually presented
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Here’s A Deal Home Page!
• Click on the name of a deal in the Deal List, get here!
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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)
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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
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So Now You’re A Deal Lead
• You have a new list at left, the deal you lead is there
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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
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Event Creation
• Use this for every investment & DD meeting• Habituate members to Angelsoft usage
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Create Alerts
• Remind involved members re: tasks, events, news• Maintain deal momentum
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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