A great way to summarize your investor information is our Dashboard. The dashboard is built to give a quick overview about the most important KPIs, current updates, files in the data room, your cap table and the team members/investors connected with you. Mostly everything is preconfigured in case you have entered some data. Only your KPIs should be adjusted.

Configure KPIs on the dashboard

You can choose which KPIs you want to display to your investors and team members. To do so hover over the KPI and click on the appearing gearwheel.
Now you can choose whatever metric you like:

Data Room

From the dashboard you can also add files to the data room. The dashboard is also the place where investors can access the files and download them. Make sure to have the most important files on top.

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