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Deal Room Views

This article will explain and describe the fundamentals of the Deal Room Views feature and how sponsors can benefit from this feature.

Tycarrian Godfrey avatar
Written by Tycarrian Godfrey
Updated this week

Introducing Deal Room Views with Capital Raise 2.0

The InvestNext team is excited to announce the release of our newest feature, Deal Room Views, as part of the Capital Raise 2.0 rollout. This feature provides sponsors with valuable insights into the investors who view their active or upcoming deal rooms, offering amazing benefits to help reach target goals.


What is Deal Room Views?

Deal Room Views is a powerful feature that allows sponsors to access data related to when investors visit their deal rooms within the last 30 days. This information can be used to proactively reach out to potential investors, answer any questions they may have, and analyze their level of interest in a particular deal.

To get the benefits of Deal Room Views, you'll want to ensure the capital raise in question is set to Upcoming or Active. More information can be found on capital raise statutes here.

Deal Room Views will display registered investors who have visited your Deal Room page and do not currently have an active investment within that capital raise/project.


Benefits of Deal Room Views

As a sponsor, you can use the Deal Room Views data to:

Enhanced Investor Engagement Tracking: Sponsors can monitor investor activity in real-time, giving them insights into which investors are most interested in their deals. This information helps them prioritize follow-up efforts and tailor their communication strategies to engage these potential investors more effectively.

Optimized Communication: By knowing when an investor has viewed a deal, sponsors can time their outreach for maximum impact. For example, following up with an investor shortly after they've reviewed a deal can lead to more meaningful conversations and higher chances of securing commitments.

Data-Driven Decision Making: The feature provides valuable data on investor behavior, allowing sponsors to analyze patterns and preferences. This data can guide sponsors in refining their marketing strategies, deal presentations, and overall approach to fundraising.

Increased Transparency and Trust: Sponsors can offer investors a more transparent experience by acknowledging when their interest in a deal is recognized. This can foster stronger relationships and trust between sponsors and investors.

Improved Deal Visibility: Understanding which deals are gaining traction among investors enables sponsors to allocate resources more effectively, focusing on deals that are likely to succeed.


Step by Step Instructions to Access Deal Room Views

STEP 1: Navigate to the 'Capital Raises' tab:

STEP 2: Navigate to the 'Deal Room Views' section of the Capital Raise:


Conclusion

Deal Room Views is a game-changing feature that provides sponsors with valuable insights into investor behavior. By utilizing this data, sponsors can proactively reach out to potential investors, address any concerns, and make necessary updates to their deal rooms to improve their fundraising success. We are excited to see how Deal Room Views will benefit our sponsors and help them achieve their fundraising goals.


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