The Investor Community can be used as a source of extra deal flow for your investment group. As you navigate from deal to deal putting in Ratings & Reviews, if you find a deal that might interest your investment group, you can simply refer it back to your group. With the click of a button, you can send a copy of this deal to the new submissions folder of your group on Angelsoft, where it is then ready to go through your group’s investment process.

1) Find the Deal Dashboard:

If you do not know how to find the Deal Dashboard for a deal in the Investor Community, please view the Basic Guide to the Investor Community tutorial.

2) Click the “Refer this Deal to my Group” button:

3) If you belong to multiple groups, choose which group you want to send this deal to:

Some users belong to multiple investment groups that use Angelsoft. For those users, they will have the choice of which group to send this deal to.

4) Wait for confirmation that deal has been referred back to your group:

5) Go back to your group’s Deal List:

6) Notice the new deal is now in “New Submissions” under the “Investor Community” smart folder:

There are several smart folders within “New Submissions” to help you identify where a deal came from. One of these is the “Open Deals” smart folder, and this will let an investor easily identify which new submssions have come from Open Deals referrals.

Evan Bartlett :: May.20.2008 :: Angel Group Manager, HowTo, Investors, Tutorials ::