Your fund profile
Set your fund's name, fund type, time zone, currency, website and focus in Settings. The type sets the sidebar; time zone and currency set dates and amounts.
The fund profile is the basic information Delsivo uses everywhere in your workspace: your fund's name, the time zone your team works in and the currency you think in. Filling it in is the first step of the setup guide, and the setup checklist on Home stays open until it's done.
Open the fund profile
Click Settings in the sidebar. The fund profile is the first section, Profile under Fund, and the page is titled Fund profile.
Only Admins can change it. Partners, Analysts and Committee members see the same details as a read-only list, with the note Ask a fund admin to change these.
What each field does
| Field | Required | What it's for | Limits |
|---|---|---|---|
| Fund name | Yes | Your team sees it in the workspace and the fund switcher; founders see it on your portal | 2 to 80 characters |
| Fund type | Yes | How your fund decides: the committee's name and the sidebar sections. See Fund types | VC fund, Angel network, Syndicate, Accelerator, Corporate VC or Family office |
| Time zone | Yes | Every date and time in the workspace, plus digests and reminders | Pick from the searchable list |
| Currency | Yes | How round sizes and amounts are shown | Any currency. The most used ones are listed first, then every currency from A to Z |
| Website | No | Your fund's site | A full address starting with https://, up to 191 characters |
| Focus in one line | No | A short description, for example "pre-seed B2B software in Europe". Shown under your fund's name on Home and, once portals arrive, on your portal | Up to 160 characters |
Under the time zone and currency, an Example line shows a sample date and amount the way your team will see them with the settings you've chosen. Use it to check before you save.
Change the profile
- Open Settings → Profile.
- Change the fields you need. As soon as something differs from what's saved, a bar shows Unsaved changes.
- Click Save changes. You see Fund profile saved. Dates and amounts now follow these settings. If you changed the fund type, the message names the new type instead.
To throw away your edits, click Discard. If you try to leave the page with unsaved changes, Delsivo asks first.
Changes apply straight away for everyone on the team. Each change is recorded in the activity log as Changed the fund profile, with the names of the fields that changed (not their values). A new fund type is also recorded as Changed the fund type, with the old and new type.
Choosing the time zone
Pick the time zone where most of the team works, or where your partners' meetings happen. Dates are shown in the fund's time zone for everyone, even teammates who travel, so "due on 12 March" means the same day to the whole team.
Choosing the currency
Pick the currency you discuss round sizes in. Click Currency and type to search by code, name or country, such as "CHF", "rupee" or "Kenya", then press Enter. The most used currencies (US dollar, Euro, British pound, Indian rupee, Singapore dollar, UAE dirham, Canadian dollar, Australian dollar, Swiss franc, Japanese yen, Hong Kong dollar and Chinese yuan) are listed first. It changes how amounts are shown, not any amount itself. Your billing currency is separate and is set on Plans and billing.
Errors you might see
| Message | What to do |
|---|---|
| Enter your fund's name | The name can't be empty |
| Use at least 2 characters | Make the name longer |
| Enter a full address starting with https:// | Type the whole website address, including https:// |
| Choose a time zone from the list | Pick a time zone from the list rather than typing one |
Frequently asked questions
Can an Analyst or Partner change the fund name?
No. Only Admins can change the fund profile. Ask an Admin in Settings → Team and roles to see who they are.
Does changing the time zone move deadlines?
Due dates stay on the same moment in time. They are simply shown in the new time zone, so a deadline can appear on a different calendar day after the change.
Where do I change my fund's address on the web (its portal)?
Your portal address and branding have their own pages in Settings, under Portal: see Branding your portal and Choose your subdomain. To use your own domain, see Connect your own domain.
Something unclear or missing? Tell us