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Deal-based labels

Update your deal type to customize the terminology in the Room.

Ciara Martin avatar
Written by Ciara Martin
Updated over a year ago

ℹ️These features are only accessible to Admins. Viewers can see them but can't change them. 

We recognize that different deals are run through Ansarada Rooms. To help customize the terminology to suit your deal, there is transaction type based labelling. To change the transaction type for the Room, follow the below steps:

1. Go to the Left menu. Under Manage, select Settings.

2. Scroll down to Project and select your Transaction Type and Industry Group.

3. Scroll to the bottom of the page and press Save.



The below table reflects what will be updated. 

Transaction Outcome

Admin Side

Non-Admin side

Bankruptcy/Insolvency

Sell Side

Buy Side

Debt

Issuer

Investor

Document Repository

Internal

External

Joint Venture

Client

External

Merger/Acquisition/Divestment

Sell Side

Buy Side

Other

Client

External

Capital Raise/Private Placements

Issuer

Investor

Public Offering/lPO

Client

External

Raising a Fund

Client

Financiers

Tender

Client

Bidders

⚠️Good to know: Selecting the right transaction type and industry group also contributes to a more accurate Bidder Engagement Score. Find out more here.

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