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How to Activate Your Deal
How to Activate Your Deal

Activate your deal to begin fundraising.

Brooke Zimmer avatar
Written by Brooke Zimmer
Updated over 4 months ago

Once you are ready to activate your deal, you will also have access to a shareable deal link that can be sent to investors. You will be able to start finding investors and adding them to your CRM after your deal is activated.


When ready to activate your deal, navigate to your drafted deal and click the blue "Activate Deal" button in the top-right corner.

Note: Deal terms will lock once the deal is activated and shareable links are created.


Your deal is now activated and will be shown under "Active Deals" in the deal room. This is also where you can access your deal link.

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