Once you’ve completed an Investor Report, you can share the same information with your other investors that are not on Standard Metrics.
After completing the report and pressing Submit, select Share with other investors in the modal pop-up, this will take you to the investor updates page.
Alternatively, you can click Share from the Investor Updates tab.
Give your update a Title and select the time period you want to share.
Add recipients via the Manage button. Select the investors you’d like to send your data.
Click Publish Update at the bottom of the page
Recipients will receive your data via Standard Metrics. You’ll be able to see who has viewed the update and investors can leave comments or react to your message.
For more information regarding sending investor updates via the Updates tab, see this article.