# Add a deal yourself

> Add a company that reached you outside your portal, with its website, stage, a source note and the deck. You own the deal you add, and its deck is analysed.

Source: https://delsivo.com/help/applications/adding-a-deal-yourself · Updated 2026-11-07

## Key takeaways

- Click Add a deal in Deals to add a company that reached you outside your portal, such as through an introduction or an event.
- Only the company name is required. Website, stage, source note and the deck are optional.
- You own the deal you add, and its source shows as Added by the team.
- If you attach a deck, it is scanned and analysed like any application. You can also upload it later from Files.

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:

| Field | Required | Notes |
|---|---|---|
| **Company name** | Yes | Up to 120 characters |
| **Website** | No | For example company.com. Used to recognise the company |
| **Stage** | No | **New** unless you choose another stage, up to **Closed** |
| **Source note** | No | How it reached you, up to 500 characters. Saved in the deal's activity |
| **Pitch deck** | No | Click **Choose the deck file** or drop the file. PDF or PowerPoint (.pptx), up to 50 MB |

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](/help/applications/deck-analysis).
- Once the deck has been analysed, Delsivo checks for possible duplicates. See [Duplicate deals](/help/applications/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

| Message | What to do |
|---|---|
| **Enter the company name** | The name is required |
| **Enter a website like kitepath.io** | Type a full domain, such as kitepath.io |
| **Keep the source note under 500 characters** | Shorten the note |
| **Decks can be up to 50 MB. Export a smaller PDF and try again.** | Export the deck with smaller images |
| **Upload the deck as a PDF or PowerPoint (.pptx).** | Only PDF and .pptx are accepted |
| **That file is empty.** | Export the PDF again |
| **Your role can't add deals.** | Ask an Admin or Partner |

## 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.