The benefit for you (as an investor / shareholder)
Keep track of your equity
All shared data in one place
See investor updates through time
Secure storing of your data
Your portfolio is automatically up to date with the company's cap table
No need to disturb the company to access data
Easy access to up to date data means more time for strategic decisions
The setup
As an investor, there's not a lot you need to do if your portfolio companies are using OwnersRoom. Simply click on the invitation link from the company and create a user / sign in.
If one or more of your portfolio companies haven't discovered how much easier their life will be when they start using OwnersRoom, let them know! Share this link for more details on what OwnersRoom can offer.
Home: Digest the latest news from your portfolio companies
When logging in you'll (usually) land on the home page. This is where you navigate to a specific company's room or scroll through the latest news from across all your portfolio companies.
Never miss out on important information from your portfolio companies, again. New deal opportunity, quarterly updates, diluting event or a general assembly, it is all there, in chronological order.
You can also:
Invite a company to check out OwnersRoom.
Create a room for a company.
Refer an investor to a company.
Register an intention to buy or sell shares.
Portfolio: Keeping track of your equity (and its value)
When companies use OwnersRoom's Cap table module to manage the cap table, shareholders automatically get access to their shares and record of changes directly from their Portfolio module. Portfolio is available for all users in the left navigation bar.
Rooms: Deep dive into a company's details
Want to check the details of the cap table or review the pitch deck from the last funding round? Enter a company's investor portal ("Room") for all the details a specific company has made available to you.
On the Rooms page, you'll find all the investor portals available to you and which roles you hold.
Members can access shared data.
Admins can access AND edit the data.
The SuperAdmin (one user) can add or remove admin access, edit and access data.
Deals: Make investments
Companies run their fundraising on OwnersRoom and invite selected participants to invest. When you're invited to participate in a fundraising (a "Deal") will be made available.
You'll receive emails with information and links to review and sign the investment documents.
Ongoing and finished deals where you've been invited will be available to revisit on the Deals-page, including a link to the (signed) investment document.
User settings
Go to user settings to change your login credentials or review/edit your personal information.