For Companies

Fundraising 101

Shares

Meeting & Conents

Company Settings

Financing Simulation

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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

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)