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Share Updates with Co-Sponsors (Investors)

Send updates to investors associated with co-sponsors of your capital raises/projects.

Updated over a week ago

As a lead sponsor, you have the ability to share Updates with your co-sponsors, allowing them to publish it for their own investors.


Step-by-step Instructions:

Step 1. Navigate to the Communications tab:

Step 2. Click on the applicable Update's Title:

NOTE: The selected Update must be in a published state.

Step 3. Scroll down and click Share:

Step 4. Confirm the Co-Sponsors you'd like to share the Update with. Then, click Share Update.

Important: Once shared, the Update will be available on each selected Co-Sponsor's site in the Draft status. The Co-Sponsor can then review the Update and publish it at their convenience.

Alternatively, Co-Sponsors can choose to have these Updates published automatically. The setting can be accessed by Co-Sponsors as follows:

  1. Navigate to the Capital Raise

  2. Click Settings

  3. Toggle Automatically Publish Lead Sponsor Updates

  4. Click Save Changes


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