March 2022 Update: Guest Level Permissions & Portfolio Updates

Mar 8, 2022 | Feature Update, Investor, Startup

We are excited to share our product updates with you. Based on your feedback we have added new features to Investory to make things easier for you.

Here’s what we have done.

Guest Level Permission

By adding someone as a guest, you will be now able to share a “view only” dataroom access with that individual. The new guest member will not be able to download any files, they can only preview the uploaded documents in the fund, investor, and company datarooms.

 

Download the Updates Received List

With a large portfolio, it can be difficult to take stock of all updates received. With the new export feature, you can export a log of all updates received for a given time period – month, quarter, or even year – giving you a good overview of which portfolio companies you need to follow up with.

 

 

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