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How do I invite another Investor to Standard Metrics?
How do I invite another Investor to Standard Metrics?

Invite your other investors

Joshua Vance avatar
Written by Joshua Vance
Updated over a week ago
  1. Log in here.

  2. Navigate to the Stakeholders tab in the left-hand side navigation panel.

  3. Select the Add drop-down menu on the right-side and click Add Connection. This will bring you to the invite page.

  4. Type the Investor's Firm Name or Individual Name (if an angel investor or advisor).

  5. Select the applicable Access Level. (See more information regarding Access Level here.)

  6. Enter the appropriate contact details and add a message, if you'd like.

  7. Select Invite and the invitation will be sent to the corresponding email.

You can monitor the connection request in on the contact page within the Stakeholders tab. If the status reads Connected, your investor contact has accepted your invitation and you are successfully connected on Standard Metrics.

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