Share a deal with your members
Write the member-facing summary on a deal's Members tab, choose the deal lead and the terms, and share it once an admin or partner has read it.
In an angel network, the screening committee picks the deals, a deal lead runs diligence for the group, and each member decides for themselves. Delsivo keeps that split: the team works the deal as usual, then shares a short summary with members on the deal's Members tab. Nothing reaches members until a person presses Share with members.
The Members tab, the Members page and Shared deals appear for funds set up as an Angel network or a Syndicate (Settings → Fund profile → Fund type).
Write the summary
- Open the deal and go to Members, then Member summary.
- The first time, the fields are filled in from the investment memo: the first line of the summary as the headline, Company and product as the solution, Market as the problem, Traction, Team, and the countercase as the key risks. The round size, valuation and instrument come from the memo's ask. With no memo yet, only the headline is filled in.
- Edit each field for an angel reading it on a phone. Take out anything internal.
- Add up to five links, such as the company website or a public article. Never link the data room or the deck.
| Field | What members read |
|---|---|
| Headline | One line in their list of shared deals |
| Problem, Solution, Traction, Team | A short paragraph each |
| Key risks | What could go wrong, said plainly. Required to share |
| The round | Currency, instrument, round size, valuation (or cap) and who leads the round |
| Links | Up to five web addresses |
Set the terms for members
Under For members:
- Deal lead: the champion who runs diligence and answers members' questions. Pick anyone in the fund, a member included. Members see the name and title.
- Allocation for members: what the network can put into this round. Soft commitments are tracked against it.
- Minimum cheque: the smallest soft commitment a member can make.
- Answers close on: the last day members can answer, until the end of that day in your fund's time zone.
- Show members the running total: when on, members see the total of soft commitments and how many members committed, never who committed what.
Save a draft or share
- Save draft keeps the summary from members. Analysts who own the deal can prepare it this way.
- Share with members is for admins, and for partners whose approvals switch is on (Settings → Team). You confirm in a dialog that shows the headline, the deal lead and the close date. Members are told by email or in the app, as each of them chose.
After sharing, Update what members see changes the summary and terms for everyone at once. Members' answers stay as they are.
Close, reopen or withdraw
On the right of the Members tab, under Answers:
- Close to new answers: members still see the deal and their own answer, but can't change it. You can undo straight away, or Reopen for answers later.
- Withdraw from members: members stop seeing the deal. Their answers stay on the tab for the record. To show it again, read the summary and share it again.
Nothing here moves the deal's stage, contacts the founder or moves money.
Frequently asked questions
Can an analyst share a deal with members?
No. An analyst who owns the deal can write and save a draft. An admin or a partner who approves reads it and shares it.
What does the founder see?
Nothing changes for the founder. Sharing with members is inside your network.
Can I see what members see?
Yes. Once shared, Preview as a member opens the deal exactly as members see it, without the answer buttons.
Something unclear or missing? Tell us