If an investor has not accessed the platform, fund admins can resend the registration invitation or share a registration token directly with them. Follow these steps to assist your investors:
Step 1: Navigate to the Investor Tab
Log in to your Venture360 account.
Click on the Investors tab in the main navigation menu.
Step 2: Identify Investors Who Haven’t Accessed the Platform
On the Individuals tab under Investors, look at the Last Login At column.
Find investors with the status “Never” in the Last Login At column. These investors have not yet accessed their accounts.
Step 3: Select the Investor’s Profile
Click on the name of the investor who hasn’t accessed the platform.
This will take you to their profile page, where you can manage their account details.
Step 4: Go to the Account Tab
From the investor’s profile page, click on the Account tab in the navigation menu at the top.
Under the Login Information section, you’ll see a message confirming that the investor does not yet have an account.
Step 5: Resend the Registration Invitation
In the Login Information section, click the Send Registration Invitation button.
The system will resend the registration email to the investor’s email address on file.
Step 6: Share the Registration Token (Optional)
If the investor is unable to find the registration email, you can manually share their unique registration token:
In the Login Information section, look for the token details, which include a link labeled “register here”.
Copy the token link or the token itself and send it directly to the investor via email or another communication method.
Example Message:
Hi [Investor Name],
Here’s your direct registration link to access your Venture360 account: [Registration Token Link].
If you encounter any issues, let us know!
Additional Notes
Encourage Immediate Registration: Remind investors to register promptly to avoid missing updates or documents.
Ensure Email Accuracy: Double-check that the email address on file is correct before resending invitations or sharing tokens.
Support Availability: If there are technical issues, direct investors to contact Venture360 support at support@venture360.com.
Pro Tip
Use the registration token for quick access if the investor experiences issues receiving the registration email. This ensures they can still set up their account without delays.