Deal Considerations can be found on the Deal Summary page.

Edit Deal Considerations

Deal Background and Investment Vision

To create or edit Deal Background or Investment Vision:

• Click on the item you want to create or edit
• Add or edit text
• Click Save

Key Risks

To add a key risk:

• Click on Key Risks
• Click on + New Key Risk
• Enter a title, risk description, and mitigant
• Click Create Key Risk

To edit a key risk:

• Click on Key Risks
• Click on the down arrow on the right side of the key risk
• In the dropdown menu, choose Edit
• Edit the title, risk description, and mitigant as needed
• Click Update

To delete a key risk:

• Click on Key Risks
• Click on the down arrow on the right side of the key risk
• In the dropdown menu, choose Delete
• Click Yes, Delete

Deal Merits

To add a deal merit:

• Click on Deal Merit
• Click on + New Deal Merit
• Enter a title and description
• Click Create Deal Merit

To edit a deal merit:

• Click on Deal Merit
• Click on the down arrow on the right side of the deal merit
• In the dropdown menu, choose Edit
• Edit the title and description as needed
• Click Update

To delete a deal merit:

• Click on Deal Merit
• Click on the down arrow on the right side of the deal merit
• In the dropdown menu, choose Delete
• Click Yes, Delete