Inviting investors to your OwnersRoom

With the essential information added, it is time to invite the investors. If the cap table is incomplete, we suggest inviting your investors and completing the cap table later; investors won’t see the cap table before final publication.

  1. Create Groups. We have three predefined groups; the Board of Directors, Shareholders, and Potential Investors.

    Create a new group by clicking Members and then the group’s tab in the upper right corner. Then use the green action button in the lower right corner to add a new group. You can add members to the groups when you invite your contacts.
  2. Inviting shareholders. If you have already added your shareholder’s email addresses and the cap table is published, the stakeholder’s email addresses are already registered in the room. If you have not added your shareholder’s email addresses, you must add them before proceeding, or you can go to step 3 and invite all. Click the “Members” module and click the tab “Not yet invited.” Here, you will find all shareholders added to the cap table but not yet invited to your OwnersRoom. You should consider informing your investors that they will receive an invitation to your new investor portal.

    Select the shareholders you’d like to invite by using the checkboxes and click “Send invitation.” A drop-down will appear under the email-field, use this to add contacts to the shareholder-groups.
  3. Inviting contacts that aren’t shareholders. In addition to your investors, you may also add non-shareholders, such as potential shareholders or board members who aren’t shareholders. If you plan to invite numerous non-shareholders, we recommend you gather a list of their email addresses, making it easy to copy and paste them into the invitation flow in OwnersRoom.

    To add non-shareholders, go to the Members module, click the green action button in the lower right corner, and invite contacts. Once you have added the non-shareholders, add the new contacts to the correct groups. In the next step, you can add a customized message to the invitation. Click send, and the invitations are on their way! Your invitation will be received as an email with a link to sign up and access your OwnersRoom.

  4. Follow up. Reach out within the next month by sending a new investor update from OwnersRoom. Quick action will increase the sign-up rates and engagement among your investors.


After meeting with potential investors, always follow up by inviting them to your OwnersRoom. This way, you formalize the relationship, and the potential investor can access the information you have in the investor portal. Going forward, you will also be able to monitor the engagement of this particular investor by using email Analytics.