A comprehensive guide to using the Data Bank platform features effectively.
Dashboard Overview
The dashboard provides a high-level view of your current activities. You can see your active deals, pending tasks, and recent notifications.
Investor Management
Use the Investor Portal to manage your relationships with investors. You can track their engagement, send updates, and manage their access to your data room.
Reporting
Generate detailed reports on your deal activity and investor engagement. These reports can help you make data-driven decisions.