How to invite your investors to join Rundit?

Learn how to invite your investors to join Rundit

Invite your investors to join Rundit and start your hassle-free investor reporting, efficient communication and receive report comments from your investors.

  • Navigate to Investors page from the left menu bar
  • Click Invite investor button in the top right corner
  • From the Invite investor pop-up window:
    • Insert email address. You can insert one or multiple email addresses at the same time
    • Insert Invitation message (optional)
    • Assign the investors to the default groups Investors or Prospects, OR create your own investor groups first (e.g. Angels, Family Offices) and assign investors to those.
    • Click Send invites button to finish