For Companies

Fundraising 101

Shares

Meeting & Conents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service

Self Onboarding

Dashboard

Data & Reports

For Investors

Fund

Portfolio

Investment Performance

Others

For Companies

Fundraising 101

Shares

Meeting & Conents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service

Self Onboarding

Dashboard

Data & Reports

For Investors

Fund

Portfolio

Investment Performance

Others

Editing a Business Report

1. Editing a Business Report

Navigate to "Data & Reports" → "Business Report NEW"

1. Select ‘Edit’ button on the top right corner of the screen

report details

3. You will now be able to input information and make edits to previous data

report details company information

4. It is important to select "Save" upon making the edits

2. Sharing a Business Report

Navigate to: "Data & Reports" → "Business Report NEW"

1. Upon filing the necessary sections and saving the report, select "Share" on the top right corner of the screen

sharing a report

2. Check whether each required item has been satisfied

request itemupdated needed


3. Once all the required items are submitted, ‘Updated Needed’ will display a 0. Check the box next to the investor’s name and select ‘Share’ on the bottom.

Check the box next to the investor’s name