Manage investor enquiries, review applications, and coordinate the next steps.
Everything registered · Published by Legra
Keep investor enquiries and their review status in one place. Connect the applicant's information, supporting context, and follow-up work so reviewers can see what has happened and what remains to be decided.
An applicant expresses interest in an investment opportunity. Review the enquiry, record the decision, and request the relevant confidentiality agreement before progressing to the next stage.
Contacts holds the applicant's contact information. Agreements manages agreement preparation and signing. Investor Applications follows the application and its review; signing evidence stays with the agreement that produced it.
Limit access to applicant information and review decisions to the appropriate people. Completing an agreement and approving access are separate decisions. Consult workspace activation when setting up the app and its prerequisites.