Inviting Investors and VC Contacts
Stakeholders
startup

Stakeholders

This page explains how to manage stakeholders and their access permissions on QuotaBook.

This document explains how to invite your company’s investors on QuotaBook.

Navigate to : [Stakeholders] → [All Stakeholders]

1.  Search “Name of investor (or VC fund)”.

2.  Once you enter “Name of investor (or VC fund)”, check all related contact points and click Invite.

3.  Once you click invite, an email will be sent to the investors as below:

https://d33v4339jhl8k0.cloudfront.net/docs/assets/5ee30ccd2c7d3a10cba8ce09/images/623460e5c1688a6d26a76e47/file-lVP09JALcK.png

4.  Once the investors accept the invitation, they will be able view your company securities as per access levels you have granted.

👉 Have questions? Click the chat bubble at the bottom right corner on the QuotaBook home page.

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