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Raise capital

Prepare a capital marketplace listing, control what each audience sees, and review investors' requests to follow you.

Use the capital marketplace to show investors your record on your own terms. You choose what each audience sees and decide who gets to follow you.

Your reports are what give the listing substance, so start with Build your track record if you haven’t yet.

Join the marketplace

You need to be the company’s owner to join.

  1. Go to Control > Entity Info > Public profile. Under Managed elsewhere, choose Company values and achievements. This opens your company’s profile page.
  2. Under Capital marketplace, choose Join the capital marketplace.

Joining creates an unpublished listing, so you can prepare your profile. It doesn’t show your company to investors.

Prepare your profile

Fill in the Profile editor: name, Stage, sector, geography, Capital status, website, LinkedIn, X handle and a traction summary.

Capital status is one of Not raising, Planning, Open to relationships or Actively raising. It’s a status, not an offer.

Decide who sees each field

Under Profile visibility, set a tier for each field:

Tier Who can see it
Public Everyone
Follower Approved followers
Capital A deeper tier than follower
Diligence The deepest tier
Custom grant only Only people given that exact field

Each tier also includes the tiers before it. A diligence follower can see capital, follower and public fields.

To check your choices, go to Profile preview and pick a tier under View as. If a change would widen who can see a field, you’re asked to confirm it before saving.

Choose what’s public

Under Public execution and evidence, select the records to show. Only records you select, and that are currently eligible, appear. See Execution record and seasons.

Review requests to follow you

Requests appear under Follow requests, each with the reason, the Requested tier, the Desired observation and the Requested duration of up to 365 days. For each one, choose:

  • Accept as requested
  • Narrow access: accept at a lower tier
  • Decline

Approval unlocks follower updates and the catalog of documents they can request. It doesn’t unlock the contents of your documents. To send someone a report, share it.

Manage who follows you

Under Current follower access you can renew, pause, narrow or revoke each follower’s access. Access expires automatically unless you renew it.

Invite a follower to take the next step

From a follower’s entry, you can send an invitation for a Meeting, a Report or a Capital Objective.

Review suggestions

Under Capital match suggestions, you’ll see human-curated capital providers, with why they may fit, what’s unknown, and any conflicts. You can dismiss any suggestion.

Learn how investors see you

See Evaluating companies and Following and access.

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