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How can I see what my investors see on the dashboard?
How can I see what my investors see on the dashboard?
Maria Vargatu avatar
Written by Maria Vargatu
Updated over a year ago

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.

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