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How can I check the status of investors (Assure Migrate)
How can I check the status of investors (Assure Migrate)
Luke Birch avatar
Written by Luke Birch
Updated over a week ago

Click on the progress bar of one of your investors (highlighted below)

There are 6 steps (on the left) however, steps 5 and 6 will be auto-completed. Click on the vertical list on the left to look between the various stages.

You can also send an email from the investor's tab to remind them to proceed:

  • Click on the checkbox by their name

  • Select the 'email' pop up at the bottom of the screen

  • Change the subject to 'custom'

  • Compose your message and hit send

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