Manage connection requests

To view these, investors would need to request access by generating a Connection Request.

Once a connection requested is triggered by an investor, you will receive an email notification detailing the investor's details and giving you the option to respond to the request.

To respond, simply navigate to the 'Manage Access' tab of your fund profile via the emailed link. If you do not see an incoming request, then please make sure you are viewing the correct fund on the fund drop-down menu. Connection requests are made and granted on a per fund basis.

A green badge will appear in the 'Manage Access' tab in case of an incoming investor request. Navigating to the 'Manage Access' tab will reveal the details of the investor, highlighted in green. By default, the Investor is denied access to your fund's document & news feed tabs, as well as contact information. 

To find out more about the investor, navigate to the 'View Activity' link under 'Analytics'. Once you have clicked through, you should see the investor type & jurisdiction. 

You would need to verify the details of the investor user prior to granting access. Once you have done this, please navigate to your fund profile using the 'Update Fund Profile' view and make sure to upload a recent Document to the "Documents" tab (as you are de-facto granting access to these).

Select the desired privilege level for every uploaded document. Low privilege levels are designed for generic fund marketing documentation such as factsheets and are ideal for prospects. 

For example, you may wish to group your users into 2 categories: Prospects & Current Investors. You can further divide Prospects into 'engaged investors' and those conducting due diligence on your fund who are further along in the investment process.

Accordingly, you can choose a different level of privilege for every user: engaged prospects (Low), current investors (Medium) and due diligence (High). Each level can be mapped to a specific document or commentary piece. 

Once you are happy with the document room, navigate to the 'News Feed' tab and make sure to add commentary for the month. 

Return to the 'Manage Access' tab, navigate to 'View Analytics' of the chosen investor and permission them to the corresponding privilege level. 

Low privilege level investors will then be granted access to all Low Privilege documents and news feed items, within the fund profile of the chosen fund. High Privilege level investors will be able to see all data room contents up to the High Privilege level, but no levels above this, such as Due Diligence or Board Level.

You can remove, upgrade or downgrade access at anytime by navigating to a particular investor and changing their privilege level in the drop-down menu (see above).