How to add an investor request to your company account

This article should help with how you can add a new investor request to your account so you can manage it in app

You will receive any data requests from investors over email. If you have already created an account for your company and you receive a data request from an investor, you will probably want to manage that request in app under Received requests. To add this new request to your account, open the request your received in email and click Get Started. This will open the request in your browser, click Add to my company. Choose the company you want the request added to. This will open the request in your company account. From now on you can manage your data requests in app under Received requests.

See directions below

Open the request your received in email and click Get Started

Click Add to my company in your browser

Choose the company you want it added to

You can manage your data requests in app under Received requests

Let us know if you have any questions. This can be confusing and we are happy to help.