Skip to main content
All CollectionsTracking BoardsTrack Deals by Key Global Investors
How can I configure Track Deals by Key Global Investors board?
How can I configure Track Deals by Key Global Investors board?
MyAnalyst avatar
Written by MyAnalyst
Updated over a week ago

You can follow these simple steps to set up the tracking board for desired investors as per your mandate.

  • Go to the “Configurator tab and select "Investor Categories" or “Add an New Investor Category” of your choice.

  • In the "Add/Edit Investors" window of the specific Investor category, add the desired “Institutional or Angel investor” Name and click "Apply".

  • You can set the view option of Track Deals by Key Global Investors updates feed on the homepage dashboard.

  • You can also configure alerts for the desired frequency and then Click on "Save and take me to my board" to effect these changes.

  • You can view the deals of the selected investors by opening the "Deals by key global investors" tab.

Did this answer your question?