Members can be added to a Deal by clicking the Members tab of the Deal page. Click the Invite Members button to view the Contacts that have been added to your Entity and add them to the Deal.
Selecting the name of a Contact will show all Contact Members who can be individually selected to be added to the Deal. If the name of the Contact (i.e. Investment Group LLC) is selected, the Deal will be shared with all Contact Members of that Contact. If individual Contact Members are selected, the Deal will only be shared with those specific Contact Members.
Note: if contacts haven’t been added to your Entity yet, please see Contacts for more information about adding and importing Contacts to your Entity.
As soon as Members are added to a Deal, they will receive an automated email notification that will provide them access to view the Deal.
If you wish to share a public link to your Deal, you do not need to add Members and can provide the publicly accessible link by clicking the Share Deal button in the upper right corner of the Deal page. Prospective deal members who have been provided the publicly accessible link can click the Join Deal button when viewing the Deal to submit their interest in participating in the Deal.
Please see Managing Members of a Deal for more information on managing anonymous members.