Course Description
Target Builder is the location where you can quickly mix together a list of potential investors for a fundraising process, using information that is already housed in DealCloud, along with information that you may have gathered from an external third-party data provider.
Learn about how you can use Target Builder to efficiently build your fundraising lists in DealCloud in this course.
Note: This course reflects Target Builder 2.0. This version of Target Builder is available as of Summer 2021. Reach out to support@dealcloud.com to discuss beta access to this new version.
Course Curriculum
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2
Using Target Builder to Create Fundraise Process Lists
19:53-
About Views
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Adding Included Entries in Target Builder Using Views
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Leverage Fundraising Lists from Other Funds when Building a New Fundraise Process List
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Add Companies Individually
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Importing Potential Investors for a Fundraise from an Excel File (Part One: Choose File & Map Columns)
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Importing Potential Investors for a Fundraise from an Excel File (Part Two: Resolve Warnings & Errors, Review New Fundraise Process Entries to Create)
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Excluding Entries from a Target Builder List
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Filter Button within Target Builder vs. Modifying an Included Entries View
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Editing Fundraise Process Entries in Bulk within Target Builder
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