INVESTOR Settings
Q What is Investor Settings?
Investor Settings module is where all the core information about your client's subscription, its various settings is centralized in one place for you to access and control your use of the platform. This includes UK Companies House registered information about the company, subscription and billing information, its address and website, Director's info, Investor Permissions etc. It also enables control of which colleagues can access which modules on the platform.
Investor Settings are accessed via Portfolio Index or your Sidebar.
In the Investor Settings, there is an Index.
Companies House Core Info
Companies House Core Info
A direct link to Companies House.
Companies House details.
Direct link to Investor's firm snapshot in Companies House.
Location & Website & Socials
Location & Website & Socials
Director's Info
Director's Info
Investor Permissions
Investor Permissions
Fund Information & Investment Criteria
Fund Information & Investment Criteria
Lead Qualification Widget
Lead Qualification Widget
These are questions that you can decide to ask applicant companies that require funding. We have standard questions already prepopulated and you can also decide to bespeak your questions.
Standard Questions.
Bespoke Questions.
Preferred Contact for Leads
Preferred Contact for Leads
Delete Company
Delete Company
To delete your Investor Company, you'd need to book a call with the CEO.