Navigating the Deal Admin Dashboard

For a video tour of the deal admin dashboard, please scroll to the bottom of this page.

If this is your first deal on Odin, take a moment to get familiar with the deal page. This is where you’ll spend the bulk of your time when administering a deal. Your deal page can be accessed by clicking on the relevant deal from the ‘Deals’ tab of the left sidebar.

The top left of the page will show the deal name and the logo of your company. Below this, you’ll see a link to ‘view as investor’ which will show you the deal page as your investors see it.

Across the top line of the page, you’ll see the following fields from left to right:

• Total committed: the sum of all your investors’ stated commitments.
• Total received: the sum of all funds received for this deal by Odin.
• Gross available: the total received, before the deduction of Odin’s platform fees.

As Odin’s platform fee is not applied to these figures, the information note below provides this calculator for you to understand exactly how much you need to raise to hit your target net final investment amount that you’ll be sent by Odin, inclusive of the Odin platform fee deduction.

Below these fields, you will see three buttons to the right of the page:

• Close deal: when you’ve received all funds (and only then), click this button to notify Odin’s Deal Operations team to begin the closing process.
• Email investors: if you’d like to send a bulk email to a cohort of your investors (e.g. sending a reminder to those who have committed but not yet wired funds) you can do so by clicking this button, typing your message, and clicking send.
• Invite: the link creation and sharing mechanism to add investors to the deal.

To the left of the aforementioned buttons are three tabs marked Investors, Terms and Memo:

Investors

• This tab shows a complete list of the investors who have been invited to the deal, invested in it or passed on the deal. You can filter down to a specific subset of investors using the dropdown next to the ‘close deal’ button.
• Please note that under each investor’s name, there is a status indicator, which you can use to understand how far along the investor flow they are. You can filter by this status as mentioned above.
• Each row of this view provides a granular breakdown of each investor’s commitment, and the amount we’ve received from them.
• The kebab menu (three vertical dots) at the right-hand side gives you the option to email a specific investor, which is ideal for chasing payments or enquiring as to why KYC or AML details have yet to be submitted, download their individual deal sheet or view their syndicate agreement (in case your investors request that you share these with them).

Terms

• This tab houses the financial and legal information for the deal, some of which can be edited from the deal page. The terms include:

  • Minimum investment

  • Allocation

    • Please note there is no penalty for raising above or below the stated allocation! Odin’s pricing will apply according to the final amount raised.

  • Total round size

  • Pre-money valuation

    • Note that this field is not editable, as it is a key term that should be fixed as per the investment agreement. If it should change, please act according to this process.

  • Odin fee paid by

    • Note that this field will default to your company (the investee company) as Odin only provides this single payment option where Founder SPVs are concerned.

  • Target close date

  • Investment type

    • Note that this field is not editable, as it is a key term that your investors commit to the deal under. If it should change, please act according to this process.

    

Files

• Deal Sheet: The legal document that contains all of the economic terms related to the SPV’s investment into your company.
• Investment Agreement: This is the legal mechanism by which your SPV’s investment is engaging in your company.
• Syndicate Terms: This Agreement is made between you as the deal lead, your investors, Odin (the Platform Operator) and the Nominee entity (the SPV). Fixed terms are viewable here.
• Platform Agreement: This Agreement sets out the terms of the relationship between Odin and each Platform User. Fixed terms are viewable here.
• Pitch Deck: This is the investment presentation that your company uses to pitch itself to potential investors.

• Memo:

  • By default, you will see the embedded pitch deck here (if applicable) and deal memo in the formatted view that the investors will see. These fields are both editable at any time.

• When you click back to the ‘Investors’ view you will see three buttons to the right of the investor filter:

  • Close deal: when you’ve received all funds, click this button to notify Odin’s Deal Operations team to begin the closing process.
  • Email investors: if you’d like to send a bulk email to a cohort of your investors (e.g. sending a reminder to those who have committed but not yet wired funds) you can do so here by clicking the button, writing your message and pressing ‘send’.
  • Invite: the link creation and sharing mechanism to add investors to your deal.