FVC Knowledge Base
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  • ❓General FAQs
    • What are Startup Stage ?
    • What is a Pitch Deck?
    • What is IRM "Investor Relationship Management" ?
    • What is Activity in FundrsVC?
    • What is Integrations ?
    • How to use Dashboards ?
    • What if I exceed my Free or paid plan limits?
    • How do I know which plan is right for me?
    • Are there any long-term commitments or cancellation fees?
    • How do I cancel my monthly subscription?
    • What happens if I upgrade or downgrade a plan mid-period?
    • How does FundrsVC differ from other fundraising platforms?
  • How to update investors ?
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How to update investors ?

Update, Track and Raise

PreviousHow does FundrsVC differ from other fundraising platforms?

Last updated 1 year ago

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Updating an investor is simply by sending them an email updates that has the valuable information, charts and numbers needed for auditing or tracking.

You can click on new update to send or compose an email/update, you have simple text editor where you can add you text and information and the most important thing is you can import the charts information from other apps you have with.

You can send a test email to check it, also you can save as draft for later reviewing and you can send now to be send to the recipient on your contact or individual or by tags to send to a group. "ie: Potential Investors"

Schedule Update, you can schedule an update to be sent to a specific date/time you will find it on completed tab when it's processed.

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