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

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.‍