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

Descriptions of key features and how they're used

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

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