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

Inviting Investors & VC Contacts

Navigate to : [Stakeholders] → [All Stakeholders]

1.  Enter the name of the investor (or VC fund) within the search box.

Enter the name of the investor or VC fund


2.  Once you enter name of investor (or VC fund), check all related contact points and select Invite.

check all related contact points and select Invite


3.  Upon selecting Invite, an email will be sent to each of the selected recipients.

selecting Invite

4.  Once the investors accept the invitation, they will be able view your company cap table data measured by the access levels you have granted them.