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