Inviting investors
How an invitation works
Invite an investor from /app/issuer/investors. The invitation goes out by email and
carries a single-use link. The investor accepts at /invite/accept, and accepting is
what creates the relationship that lets them see your invitation-only raise.
An invitation expires 14 days after it is sent.
Invitation states
An invitation is pending, opened, accepted, revoked or expired. If the email could not be delivered it is marked as delivery failed, so a bounced invitation is visible rather than looking like an investor who is ignoring you.
Resend, revoke and rename
- Resend mints a brand new link. The previous link stops working immediately, which is the point: a resend is not a duplicate of the old invitation, it replaces it.
- Revoke ends a pending or opened invitation. The link cannot be accepted afterwards.
- Rename corrects the invitee's name.
Accepted, revoked and expired invitations are settled history and cannot be edited. Every one of these actions is written to the audit log.
Why an invitation might be refused
Inviting an investor is a raise-affecting action, so it needs an active workspace. If
your workspace is still in onboarding, or is suspended, the invitation is refused and
the app points you at /app/issuer/onboarding. See the onboarding wall page.
You cannot have two open invitations to the same person for the same workspace at once.
Who pays for the investor's identity check
If you invited the investor, your plan covers their identity check and they pay nothing. An investor who registered on their own pays the one-time fee described on the verification page.
What an invitation does not do
An invitation gives an investor access to read what you published. It is not a commitment by either side, it moves no money, and it is not an offer. Nothing about it obliges the investor to do anything.