Inviting Investors to your CapitalDesk
4 steps
Commercializeiq
1
Click "CapitalDesk" on your menu bar
2
To invite your investors or anyone you want to have access to view this portal, navigate to the "Invites" tab
3
Select existing contacts or create a New Contact.
4
Once you have selected all the contacts you'd like to invite, click "Send Invites". They will receive a link to the portal via email.
Inviting Investors to your CapitalDesk
4 steps
Commercializeiq
1
Click "CapitalDesk" on your menu bar
2
To invite your investors or anyone you want to have access to view this portal, navigate to the "Invites" tab
3
Select existing contacts or create a New Contact.
4
Once you have selected all the contacts you'd like to invite, click "Send Invites". They will receive a link to the portal via email.
