Dashboard Overview
On your dashboard's home page, you'll see a high-level summary of your fundraising performance, including:
Number of partners engaged – How many fundraising services have accepted your application
Pitch views – The total number of times your pitch has been viewed by potential partners and investors
Funds closed – The amount of investment secured through the platform
This overview helps you track your progress in real time and refine your approach based on engagement levels.
Navigating Your Dashboard
Once your Pitch Profile is complete, your main menu will unlock key sections to manage your fundraising efforts effectively:
My Investors
This section lists introductions to investors made by your partners and added by you. Here, you can:
View investor contact details including their LinkedIn profile
Manage your relationship with investors by tagging those who are “Committed”, “Closed” or “Ruled out” along with any amounts they commit - this is reflected in the fundraising performance dashboard
My Partners
This is where you manage the fundraising partners working on your raise. In this section, you can:
See which partners you've engaged
Contact, message and book calls with your partners
Track their progress in introducing investors to your opportunity, and measure unique pitch page views that have originated from them
Evaluate performance and make informed decisions on continuing or expanding partnerships
View the partner terms an conditions and manage your relationship (i.e. end the contract when your partnership concludes)
Find Partners
Use this section to discover and apply to new fundraising partners. ThatRound’s platform enables you to:
Compare partners by partner type, the type of investors they can give you access to (Angel Investors, Family Offices, Venture Capital etc), the partners rating, the amount they’ve previously raised or the partner fee type (Upfront, Retainer or Success Fee)
Review their profiles and check their focus areas, funding to date and reviews
Apply to work with those who align with your fundraising strategy
Pitch Profile
Your Pitch Profile is the core page investors and partners will refer to when evaluating your startup. Each partner you engage will have a unique shareable link to your Pitch Profile that they use to pass your profile on to their investor network.
This section allows you to:
Edit and update key details about your business
Upload new documents, including your pitch deck, financials, and investor materials
Improve your pitch based on feedback from partners and investors
Keeping this profile up-to-date ensures you're always putting your best foot forward.
Messages
ThatRound provides an in-platform messaging tool to streamline communication between you and your partners. This section enables you to:
Message fundraising partners directly, and book calls through their calendar where applicable
Keep all fundraising-related conversations in one place
Maintain an organised history of discussions and feedback
Settings
The Settings section gives you full control over your account, including:
Managing your subscription plan
Updating company and personal details
Adjusting notification preferences
Access to support resources and articles
Your ThatRound Dashboard is designed to make managing your fundraising journey as efficient and transparent as possible to give you the best chance of securing investment.
For further guidance on how to optimise your fundraising strategy, check out our blog here.