You can manage your investors by going to "Investors" and clicking on "All Investors". This page is used to manage invited and existing investors. Investors listed here only have access to resources that you shared with them. You may either just send them updates (read how to do that here) and deny any other access to your data or give the access to all pages.

Managing Investor Access

You can manage the access separately for different pages including your Dashboard, Update page and more! Switching access off means that the corresponding page will not be accessible by the investor.

Access for investor accounts is always read only. For example, if you give an investor access to the "Updates Page", he will not be able to create & send updates, only read them. In addition there are special rules setup for each page, like investors can only access published updates (not drafts or templates). If you need more information on what investors exactly see, feel free to contact us!

NOTE: If you deny access to KPIs, Data Room or Captable, some of the information on the dashboard will also be hidden. You can also deny access to the dashboard, if you wish to fully hide all KPIs from an investor.

Outstanding Invitations

If you invited an investor or an investor sent you an invitation, they are shown in the “All Investors” screen as “Invited X minutes/hours ago” or “(Awaiting approval)”. In the first case, you have the option to revoke the invitation or resend the invite (in case it got lost). In the second case, you need to decide whether you are going to accept or deny the invite. If you hover over an investors name, you see the email that the investor has used to register his own account.

Investor Types

There are two types of investors (Angel and Fund). The main difference in terms of managing them is whether multiple users (with multiple accounts) are grouped together in a fund account. Any changes for a fund account, will also affect all users associated with the fund account. An Angel investor is always a single user, with one associated account.

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