Add a funder and let the AI fill in its criteria from the funder's criteria sheet. Have two things ready: the funder's submission email, and its criteria sheet (PDF, PNG, or JPG).
Step 1: Open Funders
Click the menu icon in the top bar, then Funders.
Step 2: Click New funder
It's at the top right of the Funders page.
Step 3: Type the funder's name
Leave Status on signed up and Submission method on Email.
Step 4: Add the submission email
Under To Emails, click + New, type the email, and click Save. Repeat for each address.
Step 5: Upload the criteria sheet
Scroll down. Keep Upload & Scan selected, then click the upload box and pick the funder's sheet.
Step 6: Click Save
The AI reads the sheet and fills in the funder's criteria for you.
Step 7: Check what it filled in
Open the funder, click the Criteria tab, and fix anything it read wrong.
Good to know
Funder already added: open it and click AI Scan Criteria to scan its sheet. See AI Scan Criteria.
No criteria sheet: choose Manual Entry in Step 5 and fill in the Criteria tab yourself. This video shows that way.
Replies from another domain: if the funder replies from a different email domain than the one you submit to, add it under Additional domains on the funder's Submission Method tab. See Map funder reply domains.
Do not delete a funder that has deals attached to it. Deleting a funder removes the lender name from the submissions, advances, distributions, and payments tied to that funder, and the funder can no longer appear as a selectable funder going forward.
Change the status instead of deleting
Retire a funder with a status change, not a deletion. This keeps the lender name on every record that uses the funder. On the Funders page, open the funder and set its status to Got Cut Off or No Longer Want.
If you already deleted a funder
Your deals are not deleted. The lender name goes missing from the submissions, advances, distributions, and payments tied to that funder. Support restores the lender name on the affected records, so contact support with the funder name, the deal names that lost the lender, and the time you deleted the funder.