Browsing Investment Deals - Finding the Right Opportunities

Comprehensive guide to discovering, filtering, and evaluating investment opportunities on CDAO Platform

Browsing Investment Deals - Finding the Right Opportunities

Discover how to effectively browse, filter, and evaluate investment opportunities on CDAO Platform. This guide will help you navigate our deal marketplace, understand opportunity details, and identify investments that align with your goals and risk tolerance.

🎯 What You'll Learn

✅ Deal Discovery: Navigate the investment marketplace effectively
✅ Smart Filtering: Find opportunities that match your criteria
✅ Deal Analysis: Evaluate opportunities like a professional
✅ Risk Assessment: Understand and compare investment risks
✅ Due Diligence: Research companies and opportunities thoroughly

🏪 Accessing the Deal Marketplace

Getting Started

🚀 First Steps

Log in to CDAO Platform
- Access your verified investor account
- Ensure KYC verification is complete for full access
- Review any pending notifications or updates
Navigate to Investments
- Click "Browse Deals" or "Investments" in the main menu
- Access featured opportunities from the dashboard
- Use the search bar for specific companies or sectors
Understand Your Access Level
- Public Deals: Available to all verified investors
- Group Deals: Exclusive to investment group members
- Accredited Only: Requires accredited investor verification

Deal Visibility and Access

🔐 Understanding Deal Access

Different deals have different access requirements:

🌐 Public Deals

Available to all KYC-verified users
Open to both individual and institutional investors
Standard minimum investment amounts
Broader investor participation

👥 Group-Exclusive Deals

Only visible to approved group members
Enhanced terms and lower minimums
Pre-vetted opportunities
Priority access and allocation

💡 Tip: Join relevant investment groups to access exclusive opportunities with better terms.

🔍 Search and Filter Tools

Basic Search Functionality

🔎 Search Options

Company Name: Search for specific companies directly
Industry Keywords: "fintech", "real estate", "healthcare", "AI"
Deal Type: "equity", "debt", "convertible", "revenue share"
Stage: "pre-seed", "seed", "series A", "growth"
Location: Geographic focus or company headquarters

Advanced Filtering Options

⚙️ Filter Categories

💰 Financial Filters

Investment Range: $1K - $1M+
Valuation Range: Pre-money valuation brackets
Target Amount: Total fundraising goals
Current Progress: Percentage funded
Fee Structure: Platform and management fees

📊 Investment Criteria

Security Type: Equity, debt, convertible
Investment Stage: Startup phase classification
Expected Return: Target IRR or multiple
Time Horizon: Expected holding period
Risk Level: Conservative to aggressive

🏢 Company Attributes

Industry Sector: Tech, healthcare, energy, etc.
Company Size: Revenue range or employee count
Growth Stage: Early, growth, mature
Geographic Region: US, International, specific states
ESG Criteria: Environmental, social, governance factors

⏰ Timeline Filters

Deal Deadline: Closing date ranges
Recently Added: New opportunities
Closing Soon: Limited time remaining
Funding Progress: Nearly completed rounds
Launch Date: When the deal opened

Sorting Options

📈 Sort Deals By

Popularity: Most invested-in opportunities
Newest First: Recently launched deals
Closing Soon: Deals ending soonest
Funding Progress: Highest percentage funded
Minimum Investment: Lowest to highest minimums
Expected Return: Projected ROI (highest first)
Alphabetical: Company name A-Z

📊 Understanding Deal Cards

Deal Card Overview

🏷️ Key Information at a Glance

Each deal card displays essential information:

🏢 Company Info

Company name and logo
Industry and sector
Brief description
Location/headquarters

💰 Investment Details

Target funding amount
Minimum investment
Current progress bar
Number of investors

📈 Financial Metrics

Valuation (pre/post money)
Security type
Expected returns
Investment multiple

⏰ Timeline Info

Deal opening date
Closing deadline
Days remaining
Funding velocity

Visual Indicators and Badges

🏆 Special Indicators

Look for these important badges and indicators:

🔥 Hot Deal: High investor interest and momentum
⭐ Featured: Highlighted by CDAO Platform team
👥 Group Exclusive: Only available to group members
🎯 Accredited Only: Requires accredited investor status
⏰ Closing Soon: Less than 7 days remaining
✅ Oversubscribed: Exceeded funding target
🆕 New: Recently launched (within 7 days)
💎 Premium: High-quality, vetted opportunity

📖 Detailed Deal Pages

Navigation and Structure

📑 Deal Page Sections

Each detailed deal page contains comprehensive information:

1. 📊 Investment Summary

Key investment metrics and terms
Funding progress and timeline
Investment calculator tool
Quick action buttons

2. 🏢 Company Overview

Business model and value proposition
Market opportunity and competition
Management team profiles
Company history and milestones

3. 💼 Investment Details

Security type and structure
Use of funds breakdown
Investor rights and protections
Exit strategy and timeline

4. 📈 Financials

Historical financial performance
Revenue and growth metrics
Financial projections
Key performance indicators

Due Diligence Materials

📋 Available Documents

Access comprehensive due diligence materials:

📄 Legal Documents

Private Placement Memorandum (PPM)
Subscription Agreement
Articles of Incorporation
Operating Agreement
Cap Table

📊 Financial Documents

Audited Financial Statements
Tax Returns
Financial Projections
Budget and Use of Funds
Banking Information

📈 Business Documents

Business Plan
Market Analysis
Competitive Analysis
Product Roadmap
Customer Contracts

👥 Team & Operations

Management Team Bios
Employee Handbook
Organizational Chart
Advisory Board
Insurance Policies

⚖️ Risk Assessment Framework

Risk Categories

⚠️ Understanding Investment Risks

Evaluate these key risk categories for every investment:

🏢 Business Risks

Market Risk: Industry trends and competitive pressures
Execution Risk: Management team's ability to deliver
Technology Risk: Technical feasibility and innovation
Regulatory Risk: Changing laws and compliance requirements

💰 Financial Risks

Liquidity Risk: Difficulty selling your investment
Dilution Risk: Future fundraising reducing your ownership
Burn Rate Risk: Company running out of cash
Valuation Risk: Overvaluation of the company

📊 Platform Risks

Platform Risk: CDAO Platform operational continuity
Custody Risk: Security of assets and documentation
Counterparty Risk: Issuer default or misrepresentation
Technology Risk: Platform security and availability

Risk Rating System

🎯 CDAO Platform Risk Ratings

We provide standardized risk assessments:

🟢 Conservative

Established companies, stable markets, lower expected returns

🟡 Moderate

Growing companies, proven traction, balanced risk/reward

🔴 Aggressive

Early-stage, unproven markets, high risk/high reward

🔄 Comparison Tools

Side-by-Side Comparison

⚖️ Compare Multiple Opportunities

Use our comparison tools to evaluate similar investments:

Add to Compare: Select up to 5 deals for comparison
Side-by-Side View: Key metrics displayed in columns
Financial Comparison: Valuations, minimums, and returns
Risk Comparison: Risk ratings and factors
Timeline Comparison: Funding deadlines and milestones
Export Analysis: Save comparison as PDF

Investment Calculator

🧮 Investment Impact Calculator

Calculate potential returns and outcomes:

Investment Amount: Enter your planned investment
Ownership Calculation: Percentage of company you'll own
Scenario Analysis: Conservative, moderate, optimistic returns
Exit Calculations: Potential returns at different valuations
Fee Impact: Total cost including all fees
Tax Considerations: Estimated tax implications

📱 Mobile Experience

Mobile App Features

📲 Deal Browsing on Mobile

Optimized Interface: Touch-friendly deal cards and navigation
Push Notifications: New deals, closing deadlines, updates
Offline Reading: Download documents for offline review
Quick Actions: Save, share, and compare deals
Biometric Security: Fingerprint and face ID login
Location-Based: Find local investment opportunities

🎯 Advanced Search Strategies

Portfolio Diversification Approach

🌟 Strategic Deal Selection

Build a balanced portfolio across multiple dimensions:

🏭 Industry Diversification

Technology (25-40%)
Healthcare & Biotech (15-25%)
Financial Services (10-20%)
Real Estate (10-20%)
Other sectors (10-15%)

📊 Stage Diversification

Pre-seed/Seed (20-30%)
Series A/B (30-40%)
Growth Stage (20-30%)
Later Stage (10-20%)

💰 Investment Size Mix

Small investments ($1K-$5K): 40%
Medium investments ($5K-$25K): 40%
Large investments ($25K+): 20%

⏰ Time Horizon Balance

Short-term (1-3 years): 20%
Medium-term (3-7 years): 50%
Long-term (7+ years): 30%

Deal Sourcing Strategies

Follow Successful Investors: See what experienced investors choose
Monitor Trending Sectors: Stay current with market trends
Set Deal Alerts: Get notified when opportunities match criteria
Join Investment Groups: Access curated opportunities
Review Featured Deals: Platform-highlighted opportunities
Track Coming Soon: Pre-register for upcoming deals

📊 Deal Tracking and Watchlists

Watchlist Management

⭐ Save Interesting Opportunities

Add to Watchlist: Save deals for later review
Organized Lists: Create custom watchlist categories
Progress Tracking: Monitor funding progress of saved deals
Update Notifications: Get alerts for watchlisted deals
Notes and Reminders: Add personal notes and follow-up dates
Share Lists: Share interesting opportunities with others

🆘 Getting Help

📞 Deal Browsing Support

Need help finding or evaluating opportunities?

Investment Guidance: investments@support@cdao.vc
Technical Support: support@cdao.vc
Live Chat: Available in your account dashboard
Help Center: http://companydao.org/support
Video Tutorials: Step-by-step browsing guides

🎯 Master Deal Discovery

Effective deal browsing is a skill that improves with practice. Use our tools, filters, and comparison features to find opportunities that align with your investment goals and risk tolerance.

Start exploring deals today and build your investment expertise!