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Intro to Collections

Utilising the Collections feature to keep track of companies, funds and transactions.

Updated over 3 months ago

Collections

Collections are a time-saving way to organise and monitor interesting companies. Stay in the loop with email notifications highlighting important changes and updates, e.g. recent equity rounds or news article mentions.

Although most commonly consisting of companies, Collections can also be built for funds, transactions, people, grants or accelerators- depending on your focus!


Some of the most common uses for Collections include:

βœ‰οΈ Streamlining the BD process: Monitor prospects to perfectly time and tailor your approach.

🀝 Maintaining warm relationships: Be the first to know about important changes for your client/customer that may impact the relationship.

πŸ“Š Impact assessment: Track the long-term growth trajectory of companies you've worked with or supported.


The following video provides an introduction to this feature and demonstrates the two main ways Collections can be created πŸ‘‡

πŸ”Ž For more in-depth how-to guides on various aspects of Collections, check out our dedicated pages here!



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