Referral links
Give each scout, co-investor or portfolio founder a private link to your portal. Applications that start from it arrive marked as referrals.
A referral link is a private address on your portal for a scout, co-investor or portfolio founder to share. Founders who open it see Referred by with the link's label, and their application arrives in Deals with the source Referral. Create links in Settings → Referral links (under Portal). You can copy a live link any time from the Link column. Links made before this was possible can't be shown again; make a new one if you need it.
Create a link
- Open Settings, then Referral links under Portal.
- Click Create link.
- Under Label, name it after the person or group who will share it, such as "Scout name or partner fund". Up to 80 characters.
- Click Create link.
- Copy your link now shows the address, ending in
/r/and a code. Click Copy link, then Done.
For your security, the link is shown only this once: Delsivo keeps a fingerprint of the code, not the code itself. If you lose it, revoke it and create another.
What founders see
The link opens your portal's landing page with Referred by and the label, your headline and intro, and the apply button. The referral is remembered in that browser for 30 days, so the founder can sign in and apply later.
When they start the application, How did you hear about us is filled in with Referral or introduction and the label. Their deal arrives with the source Referral, and its Activity tab says "Application submitted through a referral link". A draft keeps the first referral link it picked up.
Referral pages are never shown to search engines.
Track your links
The table lists every link, active ones first:
| Column | What it shows |
|---|---|
| Label | The name you gave it |
| Uses | How many browsers opened it. Reloading in the same browser doesn't count again |
| Status | Active, or Revoked with the date |
| Created | When, and by whom |
To see the deals that came through referrals, filter Deals by Source, Referral.
Revoke a link
- Click Revoke on the link's row.
- Revoke "[label]"? explains: "The link stops working at once and can't be turned back on. Deals that already came through it keep their attribution."
- Click Revoke link. You see Link revoked. Deals that came through it keep their attribution.
Someone who opens a revoked link sees your portal's usual landing page, with no referral.
Before your portal is open
Until your portal is open for applications, links lead to a closed page, and a note at the top of Referral links says so. See Publish your portal.
Who can manage links
Admins, Partners and Analysts can create and revoke links. Committee members see the list.
Messages you might see
| Message | What to do |
|---|---|
| Give the link a label, like the scout's name | Enter a label |
| Keep the label under 80 characters | Shorten it |
| This link was already revoked. | Nothing to do. Refresh to see the latest list |
Frequently asked questions
Can I see a link again after I close the dialog?
No. Only a fingerprint is stored. Revoke the link and create a new one.
Does a referral link work on another fund's portal?
No. Each link works only on the portal of the fund that created it.
Can one scout have several links?
Yes. Create one per channel, such as one per event, to see which brings applications.
Can a scout follow the deals they referred?
Yes. Add them in Settings → Scouts instead: they get a referral link and a private status page that shows only what you choose. See Scouts.
Something unclear or missing? Tell us