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Your Partner Dashboard on ThatRound

Your Partner Dashboard on ThatRound

Your Partner Dashboard is your central hub for managing startup relationships, tracking engagement, and reviewing new opportunities.

Matt Thomas avatar
Written by Matt Thomas
Updated over 3 weeks ago

Dashboard Overview

On your dashboard's home page, you’ll find a high-level summary of your performance, including:

  • Historic Overview – A summary of all your activity on ThatRound over a selected time period

  • Engaged Startups – The number of startups you’re actively working with and their related activity

  • Opportunities – The number of new startup applications awaiting your review

Navigating Your Dashboard

Use the left-hand menu to access different sections of ThatRound:

Engaged Startups

This section contains all startups you are currently working with at various stages of engagement. Here you can:

  • Assign statuses to startups, such as Pitching, Due Diligence, or Needs More Information

  • Contact startups and facilitate investor introductions

Opportunities

This section helps you manage applications from startups interested in working with you.

  • View new startup applications in your pipeline

  • Approve or decline applications based on your screening and assessment

  • Track startups as they move through the Screening, Approved, or Declined tabs

  • Contact and schedule meetings with startups

  • Important: during Partner onboarding you set specific criteria on which startups you'd like to see, you will only ever see applications from startups that match these criteria.

Profile

Your profile section displays how your profile appears to startups. If you need any changes, contact [email protected].

Messages

ThatRound provides an in-platform messaging tool to streamline communication with startups. You can:

  • Message startups and schedule calls

  • Keep all fundraising-related conversations in one place

  • Maintain an organised history of discussions and feedback

Settings

The Settings section allows you to manage:

  • Company and personal details

  • Payment information

  • Notification preferences

  • Access to support resources and articles

Your Partner Dashboard is designed to simplify startup relationship management and make it easy to identify and act on exciting opportunities.

For further support, contact [email protected].

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