Inviting investors
Step one of any raise is a list. Start with everyone who should hear your story, not only people who write checks: advisers, customers, partners and friends of the company all bring others along.
Sending tracked links. In the CRM, click Invite (on your phone, Invite Investors is under More). Add names and emails, or upload a list, then click Send Invites. Each person gets their own link, so you can see who opened it.
Following up. The invite screen shows who has opened, who has not, and lets you resend with one click.
Sharing more widely. Your offering page link works anywhere. Share it on LinkedIn, in your newsletter and in your email signature.