You can withhold your name in the deal creation workflow or restrict access to your pitch deck by uploading your pitch deck with restricted access using Docsend, Google Drive, Brieflink, etc., and then uploading the drive link in the pitch deck section of the deal creation workflow.
Please find the details below:
Withholding Company Name
To withhold your company name, switch off the toggle to withhold the company name. Please find the screenshot below for reference:
Note:- After withholding the company name, on the deal creators page in the about section, it will show like About Company Name
But for everyone else, the view would be like below.
Restricting Pitchdeck
If you want to restrict the investors from accessing your pitchdeck, you can add a Pitchdeck link with restricted access using Docsend, Google Drive, Brieflink, etc. Please refer to the screenshot below:
Restricting investor categories
You can restrict your deal to specific investors during deal creation. You can select which category of investors you want to reach out to, and we will show your deals only to those investors. In step 2 of the deal creation workflow, in the "Whom should this listing be visible to?" -> Visible to these User categories -> edit. Now, choose the relevant categories from the options provided.