Investor Relations
Investor Portal with Built-In Meeting Scheduling
Present a professional face to your investors with a dedicated portal covering prequalifications, soft commitments, and investment tracking—no more spreadsheets over email.
Simplify your investor interactions with our built-in scheduling feature. Allow investors to book meetings directly with you, just like Calendly, ensuring a seamless and professional communication experience. Our scheduling tool integrates with your Microsoft and Google calendars, supporting meetings via Microsoft Teams, Google Meet, and Zoom for ultimate flexibility and convenience.
What you get
- Unlimited portal users on every plan
- Investor prequalifications and soft commits
- Integrated scheduling with Microsoft and Google calendar sync
- Meetings via Microsoft Teams, Google Meet, and Zoom
Common questions about investor portal
Can I connect multiple calendars to my account?
Yes, you can connect as many calendars as you like, whether they are from work or personal accounts. We check all connected calendars to prevent double bookings.
What meeting providers can I integrate with?
We currently support Microsoft Teams, Google Meet, and Zoom for scheduling meetings. Additional integrations may be added in the future.
Can I offer different meeting durations?
Yes, you can configure multiple meeting types with different durations, such as 15-minute and 30-minute meetings, to allow investors to select the length that suits them best.
How do I set my availability for meetings?
You can define your available time slots and set custom blackout dates. The system will only offer times that fit within your availability while checking connected calendars to avoid conflicts.
Can I prevent bookings on specific dates?
Yes, you can define blackout dates to prevent investors from booking meetings on days you are unavailable.
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