What is included in your investor provided Lite plan (Legacy) - No longer available

This article should help you to understand what features are available in your Lite plan

Our Lite plan will help you to send investor updates, stay organized with your fundraising efforts, and manage your pitch deck. Some core components of your Lite plan would be:

  • Unlimited Updates
  • 2 Fundraising pipelines
  • 2 Decks
  • A Dashboard
  • Data room
  • Unlimited contacts and contact lists in your account
  • Unlimited users on your account
  • Ability to submit investor data requests in app and view past submissions

You might see lock icons next to some of our other features. These features will help you to stay organized with your fundraising efforts (Fundraising pipelines, Decks, and Data rooms) and track your core metrics (Dashboards) and are available on any of our paid plans

There is additonal functionality not listed above. Feel encouraged to explore your account and let us know if you have any questions. Our team is happy to help.