For Private Companies

Fundraising 101


Meeting & Consents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service



Data and Reports

For Investors



Invest / Performance


5. Updating General Meetings

🚩 Navigate to the specific fund’s page → "General Meetings" tab

  • From the "General Meetings" tab, you can update and track general meetings relating to the fund

  • This section is designed to allow fund managers to track and log deal specific meetings

Creating Meetings

  1. From the [General Meetings] tab, select [Create Meeting] on your upper right

  2. Update meeting title, type of attendance, meeting agendas and other relevant data and select [Submit]

  3. You have the option of attaching meeting specific documents within the [Create Meeting] if you so wish

(You must fill in all required fields marked with * to save the updated information)

For Investors

For Private Companies

For Investors

For Private Companies