OwnersRoom

How to provide investors with a simple way to file an intention to buy or sell shares / other instruments.

Buy/sell intentions

How to use network to manage contacts, access and invites

How to run a smooth fundraising with digital signing, allocation, payment emails and cap table integration.

Enable investor referrals to build your company's investor network

How to export entire folders from the Documents module

Use Updates to send information to your investors and board members

Answers: How to register and edit cap table data?

We answer: What is it? Why is it here? How does it work? What are the consequences?

The portfolio page is the investors window into investments of the past/present and unrealized value of the future.

Explains how investors and companies can connect through 'Platform referrals'.

How to invite people to sign a document digitally

Introducing the documents module and how to set access.

The Document analytics feature provides up-to-date insights into which documents are being accessed, by whom, and when.

Descriptions of key features and how they're used

Find answers and get help from Intercom Support and Community Experts

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