All Collections
Embed in Canvas
Embed in Summary Pages
Embed in Summary Pages

High-quality visually appealing presentations incorporated in dynamic summary pages

Travis avatar
Written by Travis
Updated over a week ago and Capcade takes the burden out of slide creation for templates and automation of formatting so that companies can focus on funding, not formatting. Helping principles create professional and polished presentations faster than ever before

Now with Capcade's summary embed, these presentations can be incorporated into your deal room in an engaging and interactive manner. Adding colour to the investment opportunity, and track engagement to better understand what really makes your investors tick.

Embedding in summary presentations can be embed into Capcade summary module embed widgets in a few easy steps:

Step 1: Create your presentation

If you haven't already, create your Pitch presentation. Make sure it includes all the relevant information about investment opportunity, such as financials, asset details, and any other pertinent information, that are not included elsewhere in your summary.

Step 2: Create the embed code

Open your presentations, click on the "Share" button in the top right corner of the presentation editor. Then, click on "Embed" and copy the code that is provided.

Step 3: Create an embed widget in summary

Create an embed widget in your summary by following the steps outlined in the embed in summary help guideline. Save your changes, and your presentation will be available to all users with the appropriate permissions in the workspace.

For more help on share embed with, follow the link to their help article.

Embedding into your summary is a great way to showcase your investment opportunity, within the workspace that houses your deal information for due diligence. Making the next step of the transaction journey seamless in Capcade, if investors are interested in moving forward with a deal. Simply grant them the next level of permission controls.

To learn more about summaries, visit our collection below!

Did this answer your question?