Scouts

Scouts are the founders, operators and angels who send you deals. In Settings → Scouts (under Portal) you give each one a referral link, so applications through it are theirs, and a private status page where they follow their referrals. You choose what that page shows.

Add a scout#

1. Open Settings, then Scouts under Portal.
2. Click Add scout.
3. Enter their Name. Email is optional and for your records: Delsivo doesn't email scouts, and the list shows it masked.
4. Under What the scout sees for each referral, tick what they may see:
   • Company name
   • Date received
   • Where it is (received, meeting, diligence, decided)
   • Decision (invested, passed, not now)
5. Click Add scout.
6. Copy both links now shows the Referral link (ending in /r/ and a code) and the Status link (ending in /s/ and a code). Copy each, then click Done. You can copy them again later from the Links column.

For your security, both links are shown only this once: Delsivo keeps a fingerprint of each code, not the code. Share them with the scout yourself.

The referral link also appears in Settings → Referral links, labelled "Scout:" and the name. See Referral links.

What the scout sees#

The status link opens a page on your portal with your fund's name, the number of applications through their link, and a row per referral with only the fields you ticked. With nothing ticked, they see only the count.

Deals in Terms show as In diligence, so a term sheet in negotiation stays private. Scouts never see internal stages, ratings, owners, notes, reasons for passing or founder contact details. The page is never shown to search engines.

Manage scouts#

The table lists every scout, active ones first, with Sees, Deals sent, Link visits and Status. Use the menu on a row:

• Change what they see: tick or untick fields and click Save. The scout sees the change on their next visit.
• Copy a link again: in the Links column, Referral link and Status link copy each link. Scouts added before this was possible show New referral link or New status link instead, which make a new link (the old one stops working).
• New status link: the current status link stops working at once, and you get a new one to copy. Their referral link doesn't change. Use it when a scout lost the link or shared it by mistake.
• Revoke: their referral link and status page stop working at once and can't be turned back on. Deals they sent keep their attribution.

Someone who opens a revoked or replaced status link sees a page that doesn't exist.

Who can manage scouts#

Admins and Partners add scouts, change what they see, make new status links and revoke them, because what a scout sees leaves the fund. Analysts see the list. Committee members don't see this page.

Before your portal is open#

Until your portal is open for applications, scout links lead to a closed page, and a note at the top of Scouts says so. See Publish your portal.

Messages you might see#

Frequently asked questions#

Can a scout see deals other people referred?#

No. The page lists only applications through that scout's own referral link.

Can I see the links again after I close the dialog?#

Yes. Copy them from the Links column at any time. For scouts added before links could be copied again, New referral link and New status link make new ones (the old ones stop working, and deals they brought in keep their attribution).

Does a scout get notified when a referral moves?#

No. Delsivo never contacts scouts. They see the latest on their status page.