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. If your Target Builder version does not match what you see in this course, please reach out to support@dealcloud.com to request Target Builder 2.0 be enabled in your firm's site.
Course Curriculum
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2
Using Target Builder to Create Fundraise Process Lists
20:29-
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)
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Importing Potential Investors for a Fundraise from an Excel File (Part Two)
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Importing Potential Investors for a Fundraise from an Excel File (Part Three)
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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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3
Miscellaneous
07:51-
Managing/Updating Fundraise Process Entries in the Web Portal
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Edit Fundraise Process Entries from Mobile App
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How to Access Target Builder from a View
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Edit Fundraise Process Entries from Outlook InfoPane
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Advanced Configuration Tip: Using "List Builder" Mass Widget Actions to Easily Add Fundraise Process Entries
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Link to Advanced Target Builder for Fundraising Configuration Tips Course
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