Managing deals

Built allows you to manage deals.

Note: Ensure that full access permission is provided to:

• Deal Management - Portfolio Page & Deal Creation, Deal Overview, and Deal Details

• Deal Stakeholders - Deal Stakeholder Management

• Draws - Draw Schedules

• Capital Stack - Capital Stack Management

This topic includes the following sections.

• Creating a new deal

• Editing the deal details

• Managing deal status

• Managing a Deal Risk Rating

• Assigning a draw workflow to a deal