# Scouts

> Give each scout a referral link and a private page to follow their referrals, showing only the details you choose. Change what they see or revoke them.

Source: https://delsivo.com/help/portal-and-branding/scouts · Updated 2026-11-06

## Key takeaways

- Add scouts in Settings, under Portal, then Scouts. Each gets a referral link and a private status link. Admins and Partners can copy both any time from the Links column.
- Applications through a scout's referral link arrive as referrals attributed to them.
- The status page lists the scout's own referrals with only the fields you tick. Scouts never see internal stages, ratings, reasons for passing or founder contact details.
- Delsivo never emails scouts. You share their links yourself.
- Revoke a scout to stop both links at once. Deals they sent keep their attribution.

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](/help/portal-and-branding/referral-and-scout-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.

| You tick | The scout sees |
|---|---|
| **Company name** | The company's name |
| **Date received** | The day the application came in |
| **Where it is** | Received, Meeting the team, In diligence or Decided |
| **Decision** | Invested, Passed, Not now, or Not decided yet |

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](/help/portal-and-branding/publish-your-portal).

## Messages you might see

| Message | What to do |
|---|---|
| **Give the scout's name** | Enter a name |
| **Enter an email address, or leave it empty** | Fix the address, or clear the field |
| **This scout's links were already revoked.** | Nothing to do. Refresh to see the latest list |
| **Only an admin or a partner can add scouts.** | Ask an admin or partner |

## 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.