While you can add Investors or Mentors to your portal using the Add Member function, you can also add an Investor or Mentor by inviting them to review a Founder’s Company Profile.
- While you can add Investors or Mentors to your portal using the Add Member function, you can also add an Investor or Mentor by inviting them to review a Founder’s Company Profile.
- Check the selection box next to the Founder(s) who you’d like the new Investor or Mentor to review
- From the right navigation tray, click on the
icon
- Enter the name and email address of the Investor or Mentor you’re inviting.
- Now choose whether you want to invite this member as an Investor or Mentor (you can always assign them more roles after their added, using the Edit Member feature
- If desired, you can invite more than one Mentor or Investor to review the Founder(s) profile(s)
- Click the Invite to Review button at the bottom right to send the invite(s).
- Invited members will be added to your Members table, and will receive an email inviting them to create their account, and view the Founders they have been assigned.
- Mentors can view their assigned Founders on the “My Mentees” table.
- Investors can view their assigned Founders on their “My Portfolio” table.
