The Lead can access the Dashboard in Investor mode to be able to see what the investor sees, by following the instructions:
click on the Add Investors button on the top right of the Home page;
select Shareable link;
select the Equity Class of the Investors;
copy the link and enter private mode in your browser, or log out of the Dashboard, and access the Shareable link;
you will then be able to see the Dashboard as a prospective Investor; you can continue the process by inserting an alternative email address in the box.