How to set deal stages for private assets

The Pipeline tab on asora allows users to track investments on platform before they are owned. The assets that appear on the pipeline need to have deal statuses set against them. Deal status is a customisable field that can be tailored to a user's due diligence process, e.g. new, under review, investment committee, legals, owned. 

The deal status of an asset can be set while adding a new asset or by editing an existing asset. 

 Setting the deal stage for a new asset

The following video shows how deal stages can be set while adding a new asset to Asora.

Setting the deal stage for an existing asset

The following video shows how deal stages can be set for existing assets on Asora.