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How can I share a deal?

Find out how to share a deal with potential investors

Julien Fissette avatar
Written by Julien Fissette
Updated over 2 weeks ago

There are two different ways for you to share a deal with potential investors outside of your Roundtable community.

You should first click on the "Invite" button on the deal page:

You will then be able to:

  • Invite members via email by writing comma-separated email addresses:

    • The members you have invited will receive a personal invitation on their email address.

    • This invitation is strictly linked to their email address, so forwarding it or trying to connect with another email address will not work.

  • Create an invitation link to share through other means (email, WhatsApp, social media, ...):

    • You can set-up different policy levels for the link:

      • "Disabled" deactivates the invitation link, this is the default mode.

      • "Request access" requires members to log in to Roundtable, then request access to you to see the deal information. This enables you to review who accesses your deal.

      • "Anyone with the link" allows anyone to log in to their Roundtable account or create one, then see your deal's information. You will still be able to know who accessed the deal.

To know more about deal-sharing restrictions, read: To how many people can I share a deal?

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