Account Setup & First Steps on Dealroom

Creating your Dealroom account takes under a minute. Use your work email for the fastest verification and automatic access to your company profile.

Step-by-step

1. 1Visit app.dealroom.co and click the Login button in the top-right corner.
2. 2At the bottom of the login box, click Sign up to create a new account.
3. 3Enter your work email — this speeds up verification and links you to your company automatically.
4. 4Check your inbox for a verification email from Dealroom and click the activation link.
5. 5Complete the sign-up form with your name, job title, and company name.

Two-factor authentication (for moderators)

If your account has moderator access, you'll be prompted to set up 2FA on first login. Use an authenticator app like Google Authenticator or Authy, and save your recovery code somewhere safe. You can tick "Remember this device for 30 days" to reduce how often you're prompted.

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Dealroom has profiles for millions of companies. If yours is already listed you can claim it and keep the information accurate. If it's not there yet, you can add it from scratch.

Creating a new profile

1. 1Sign in to your Dealroom account.
2. 2Search for your company using the lookup bar at the top of the platform.
3. 3If no profile exists, select Add your entity.
4. 4Provide your company name, website URL, and LinkedIn profile link.

Claiming an existing profile

1. 1Search for your company using the lookup bar.
2. 2On the company profile page, click the pencil (edit) icon.
3. 3Select Add yourself and make edits.

Editing your profile

Once claimed, access your profile via Account → Manage companies and click the pencil icon. Here's what you can edit across each section:

• Info — Launch year, logo, description, and address.
• Team — Employee details and inviting team members to join the profile.
• Financial data — Funding rounds, revenue, and similar fields. We recommend care here as changes may impact data across the platform.
• Notes — Add company updates, hiring pitches, pitch decks, and other relevant information.

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Dealroom lets you choose from 50 currencies so every chart, funding round, and metric displays in the format that matters to you. Once set, the preference applies instantly across the entire platform.

How to update

1. 1Go to Account Settings at app.dealroom.co/account/settings.
2. 2Find the Currency section and select your preferred currency from the dropdown.
3. 3Click Update — changes apply immediately across Dealroom.

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Your Dashboard is the first thing you see when you log in. Out of the box it shows default content, but you can tailor it to surface exactly the data you care about — from new startups matching your criteria to the latest funding rounds.

Getting set up

On first arrival, click Setup your interests in the top-right corner to add or remove cards. You can revisit this anytime to adjust what appears.

Available dashboard cards

• Saved Searches — Quick access to your most recent saved searches.
• Saved Lists — Your recent lists of companies and themes.
• New Matches — New companies matching your saved search criteria.
• Company Updates — News about companies you've saved to lists.
• Predictive Signal — Curated fast-growing startups based on growth indicators.
• Founder Alerts — Founders with strong track records and their newly launched companies.
• New Companies — Recently added entries to the Dealroom database.
• Recent Rounds — Latest VC funding rounds across the platform.
• Hiring Startups — Startups with current job openings.

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The Activity Center brings together everything you're tracking — saved searches, company lists, and live alerts all in one place.

How to access

• Click the heart icon 💙 at the top of the navigation menu for a quick view of latest alerts.
• Select Activity Center from your profile picture dropdown for the full view.
• Or go directly to app.dealroom.co/activity-center.

The three tabs

1. 🔔 Alerts — Recent updates on tracked companies and investors, plus new matches from your saved search filters. Enable daily email digests for inbox summaries.
2. 📋 Lists — All your lists ordered by creation date, with item counts and last-updated timestamps at a glance.
3. 🔍 Saved Searches — All saved searches with search type, result count, filters, and creation date. Toggle New matches to get notified when fresh results appear.

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The free tier gives you a taste of Dealroom, but Premium removes all restrictions and gives you access to the platform's full depth of data.

What Premium unlocks

How to request a trial

1. 1Complete the request form describing your company and research goals.
2. 2The Dealroom team reviews your request — typically within 1–2 business days.
3. 3Once approved, schedule a discovery call to activate your Premium trial at no cost.

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