Add a deal yourself

Use Add a deal for a company that reached you outside your portal, such as an introduction, an event or a scout. Enter the company name, and add the website, stage, a source note and the deck if you have them. The deal opens straight away, you own it, and its deck goes through the same scan and analysis as an application.

Add the deal#

1. In Deals, click Add a deal at the top right (or in the empty list).
2. Fill in the dialog:

3. Click Add deal. With a deck attached, a bar shows the upload, then the deal page opens.

You see, for example, "Kitepath added. The deck is being scanned and analysed." Without a deck: "Kitepath added. Upload a deck from the deal's Files tab when you have one."

What you get#

• You are the deal's owner, so an Analyst always sees the deal they added.
• The source is Added by the team.
• The Activity tab starts with the stage you chose and your source note.
• The deck becomes Deck v1 and starts its analysis. See How deck analysis works.
• Once the deck has been analysed, Delsivo checks for possible duplicates. See Duplicate deals.

If the deck doesn't upload#

The deal is still created. You see "[company] was added, but the deck didn't upload." with the reason. Open the deal's Files tab and click Upload a deck.

Who can add deals#

Admins, Partners and Analysts. Committee members can't.

Messages you might see#

Frequently asked questions#

Can I add a deal as passed?#

No. Add it at another stage, then pass on it from the deal page, with a reason.

Should I add a company that already applied through the portal?#

No. Search Deals first. If you add it anyway, Delsivo suggests the two as possible duplicates once the deck is analysed.