Candidate Pool - Progress
The “Progress” page under the “Candidate Pool” tab tracks each startup’s engagement progress with potential partners, customers, or investors.
The progress pipeline is divided into five stages: Intro, Meeting, NDA, PoC, and Deal.
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Candidate Pool - All Companies
Under the “All Companies” tab on the “Candidate Pool” page, you can view all potential companies identified through external searches for startups. This includes companies discovered from startups across all programs, as well as companies that ...
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 ...
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 ...
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 ...
Decline / Terminate Link between a Startup and a Company (AI Learning and Training)
If a startup and a company are no longer in negotiation or communication, users can decline the engagement through the Progress page under the “Candidate Pool” tab. Note that this action is different from the “Remove from Candidate Pool” option ...