Deal flow: businesses matched to you, pitches and referrals
You are an approved funder and want ready deals.
Before you start
Have these ready (about 10 minutes)
Step by step
8 steps
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Step 1 of 8 Screen: Businesses for <your institution>
How to get there: Sign in. You land on your home screen ("Dumela" and your name). Then Deal flow.
What you see: Businesses that match your mandate and agreed to be seen, best first.
Tap: the business
What happens next: Their summary.
If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.
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Step 2 of 8 Screen: Businesses for <your institution>
How to get there: The same page.
What you see: Each business with Ready, Almost or Not yet.
Tap: Ask to see the pitch
What happens next: The business is asked. You are told when they accept.
If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.
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Step 3 of 8 Screen: Notices
How to get there: The bell.
What you see: "<business> accepted".
Tap: the notice
What happens next: You can view and download the pitch.
If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.
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Step 4 of 8 Screen: Businesses for <your institution>
How to get there: The same page.
What you see: "Ask for a progress report".
Tap: Ask for a progress report
What happens next: The business agrees, and a report with management accounts is sent.
If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.
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Step 5 of 8 Screen: Refer a deal
How to get there: Funders & ESD, then Refer a deal.
What you see: A form about the business you declined.
Tap: Send to RMK
Type: The business's name, the person, their cellphone, how much they asked for, and why you declined.
What happens next: The business is asked to agree. RMK assesses it.
If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.
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Step 6 of 8 Screen: Notices
How to get there: Later.
What you see: "<business> agreed".
Tap: the notice
What happens next: RMK assesses all seven areas.
If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.
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Step 7 of 8 Screen: Funders who asked
How to get there: My home.
What you see: Your pitch and progress requests.
Tap: the request
What happens next: Its state.
If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.
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Step 8 of 8 Screen: The funders you look after
How to get there: My home.
What you see: Your products.
Tap: the institution
What happens next: Keep them up to date: see guide F3.
If something goes wrong: If it still does not work, tap "WhatsApp us" at the bottom of the guide and tell us what you see.
Words explained
Pitch
The business's own summary for a funder, shared with its consent.
Ready / Almost / Not yet
How ready you are. "Not started" means you have not answered yet.
Related guides
Ready?
Follow the steps on your phone. Still stuck? A real person answers.