📄️ Using the Wizard
To create a deal:
📄️ Navigate Revere's Deal Toolkit
Revere's Deal Toolkit is how you navigate between the different tabs for editing
📄️ Assembling the Team
Once your project has been created, you can invite your team members to the deal
📄️ Adding an Asset Owner
To highlight the organization that owns the asset, first navigate to the "Deal
📄️ Visibility Settings
Your deal can be tailored to match your specific preferences. Navigate to the
📄️ Compiling a Virtual Data Room
- To create a Virtual Data Room, navigate to the Data Room tab through the
📄️ Deal Page Setup (Default)
Edit the deal landing page directly from the Editor tab, in the "Deal Page"
📄️ Deal Page Setup (Legacy)
- If you chose the legacy template when creating your deal, you will have the
📄️ Deal Page Setup (Design Your Own)
Enabling the Custom Designer
📄️ Email Outreach Setup
Building Your Email
📄️ Contact List Creation
Building Your Email