Going forward: Jobs to be done

Update the cap table

Check out our article on how to use the the cap table-module.

Share an investor update

Check out the article on the Updates-module.

Prepare a board meeting or general assembly

Check out the article on how to prepare a board meeting or general assembly.

Sign a document

Send PDF’s for digital signing from the Documents module using the digital signing solution.

Prepare a data room for your fundraising

Check out the article on how to prepare a data room for your fundraising.

Raise capital with the Deals module

Set terms, send subscription forms and track the process using the Deals module.

Protip

Use email analytics to make sure all investors receive the email and see which investors click the link to access your data room.