Add Ongoing Progress between a Startups and a Company

Add Ongoing Progress between a Startups and a Company

Add via Candidate Pool Progress Page


Step 1. On the candidate pool progress page, click “Add Progress.”


Step 2. Once you click the registration option, Canopy will prompt you to enter the startup from your portfolio, the company the startup is engaging with, the current progress stage (Intro, Meeting, NDA, PoC, or Deal), notes, and the company URL.

After confirming the information, click “Verify and Register” to add the engagement to the “Progress” page under the “Candidate Pool” tab.



Add via Our Needs Tab


If a startup initiates contact with a company through Canopy’s “Explore External” feature under the “Our Needs” tab, users can also register the progress directly from the “Our Needs” tab. 

Step 1. Select the startup need, then choose the company listed under that need that is currently in contact with the startup. 



Step 2. Click “Start Tracking” to register the startup’s engagement progress in the Candidate Pool tab. The startup will be registered at the Intro stage by default.

For updating the progress status, please refer to the article "Add an Action to a Startup Progress with a Candidate Company" in section 3.2 .



Add via Candidate Pool Candidate Pool Page


Step 1. Select the candidate company you would like to add to the Progress page under the “Candidate Pool” tab. 


Step 2. Click “Start Tracking” and select the startup you would like to link to the candidate company. After selecting the startup, click “Register at Intro Stage” to add the engagement to the Progress page. 










    • Related Articles

    • Add Startups Using CSV

      Step 1. Select the program you would like to add startups to from the left-side menu. After selecting the program, navigate to the “Portfolio” tab at the top of the page and click “Import CSV.” Step 2. Once you click “Import CSV,” you will be able to ...

    • Add an Action to a Startup Progress with a Candidate Company

      After linking a startup with a candidate company, users can track the engagement progress by adding actions. Step 1. On the Progress page under the “Candidate Pool” tab, select the startup-company combination you would like to update. A detail panel ...

    • All Startups Overview

      To view the progress of all startups, click “All Startups.” On this page, you will see the following items: The All Startups page contains the following items: KPI: The KPIs displayed in this section are startup-specific KPIs and do not include ...

    • Add Startups to your Program One-by-One

      Step 1. Select the program you would like to add startups to from the left-side menu. After selecting the program, navigate to the “Portfolio” tab at the top of the page and click “Add SU.” Step 2. Once you click “Add SU,” you will be prompted to ...

    • Add a Company to the Candidate Pool

      If there are companies that are not included in Canopy’s search results, users can manually add them to the Candidate Pool. Companies can be added individually or imported in bulk using a CSV file. To add a company individually, click “Add” under the ...