For Private Companies

Fundraising 101


Meeting & Consents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service



Data and Reports

For Investors



Invest / Performance


Managing Account User Groups

Creating and Managing User Groups

You can group your stakeholders based on group qualities. Grouped users will have the same exact pro-rata based permission rights bestowed upon them.

Navigate to [Stakeholders] → [All Stakeholders] → [Groups]

1. Click [+Add Groups], then enter a group name.

  • You can enter a group name of your choice. If an institution has more than one manager, you may drill down the drop down list to specify a particular contact point within that institution to create a group.

2. Go to [⋮] → [Edit] to make changes to the groups you created.‍

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