Investor Information Requests

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Investor Information requests are designed to be implemented as part of the investor or board member portal experience. Investors can submit form requests for information to the executive team and collaborate on via portal chat. These information requests are stored under the investor’s activity, but also can create a log for the company knowledge base for future investors with similar inquiries or for new investors to review.


Board Management is a group of processes designed to create an organizational and operational structure for the Board of directors. In addition, keeping all of these records stored and secured for a powerful content management strategy. Explore all the processes for Board Management in the marketplace.

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