Welcome 👋
We're happy to see you here!
Please don't hesitate to book a quick talk or get in touch via the chat in the bottom right corner, for any question.
If you'd rather check things out yourself, just follow the steps below (It is really easy)!
The 4 steps to setup your investor portal 🚀
1. Create room
1. Create room
All users can create a room for free*
On the dashboard (landing page after logging in), hit the "Create a room" button.
Add the details of your company and hit "Create room"!
* New rooms will automatically get a limited free test plan, please get in touch to upgrade.
2. Import Cap table and contacts
2. Import Cap table and contacts
We advise that you import all contacts and the cap table / share register with the excel-import functionality, as described:
Download the Excel import template and fill in the data according to the explanation in the file.
Send your file to us for data validation and import.
We'll give you a notice, when the data is imported.
3. Setup Document structure
3. Setup Document structure
Start with the basics, and add complexity when the need arises. Use the bulk importer to get started in swish:
Download the suggested file-structure
Rearrange, add files and zip the structure.
Drop the zip-file into the Documents module and hit 'Extract'.
PS: You can download, rearrange and upload again, using the same steps.
4. Invite investors
4. Invite investors
When all investors are imported, you're ready to invite them in:
In 'Network', select contacts and hit 'Invite'
Select access group(s), add a brief text and click 'Send invitation'.
The recipients will receive an email with a link to sign up.
When investors are invited they can receive updates, sign documents and participate in funding rounds.
Please don't hesitate to get in touch (see the chat in the bottom, right corner) or book a talk with us!
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