More Conversations | Investor Updates

🎙️ The Conversation

An ongoing dialogue with investors helps investors stay up to date with the business and add value to the founding team. Emails can be time consuming and calls are hard to schedule, often delaying the opportunity for interaction.

Follow the steps below to share timely updates that investors can reply to without the pain of scheduling dialogue on everyone’s own schedule.

Create the Conversation

1. From the app Home Screen → Tap the “+” to create a Named Conversation (this lets you add more people to the conversation later).
   1. Name it: “<Company> Investor Update” (Add logo if you like.)
   2. Attach any frequently access links or documents, such as link to dashboards, data rooms, etc. (Optional)
   3. Add investors via their their email address and hit create.
2. Send a first message to explain when you’ll share updates in the Conversation and any relevant rules of engagement - or, just share your first update!

📨 Your investors will receive emails when updates are shared into the Conversation. They can listen and reply from their browser when convenient for them. The emails also provide links to get the app if they prefer.

Quick tips

• Use threads to keep topics organized. For easier-to-follow dialogue, send a new message in the Conversation to start a new thread for each distinct discussion topic. If you want to continue a discussion, hit “reply” to reply to the message in a thread.
• Set a Discussion Topic on new messages to keep threads organized. More about Discussion Topics.
• Copy & paste transcripts right into your workflow, whether that’s a CRM, chatGPT, an email or another document.

Advanced

• If you have many different topics you want Investors to be able to find and join, try creating a Workspace. It provides a directory of Conversations and People for members added to the Workspace. More about Workspaces.
• Named Conversations are more flexible and allows you to add / remove people over time. More about Conversations.