Handle all your investor-processes in one place

Maintaining good investor relations is difficult when building a company and you don’t have a good system in place. OwnersRoom makes it easy to build and maintain good investor relations by being transparent, clean and professional. Below we have gather 4 use-cases our customers have highlighted when it comes to managing all investor-processes on OwnersRoom.

1. Hassle-free management of shareholders

Sharing documents with various stakeholders and gathering signatures can be pretty cumbersome. On OwnersRoom every contact in your network can be grouped according to their role, making it easy to differentiate your communication and the access level for the various stakeholders.

Use this module to share documents, presentations, and spreadsheets with the members you have invited. And if you need a document signed, just request signatures right from the document room!

2. Efficient ownership processes

OwnersRoom helps you keep track of who owns what (whether that is convertible loans, options, warrants or shares), so that your investors can rest assured that you’ve got it all under control. Your investors get insight into the latest version of your cap table with different security-holders and how ownership is distributed. You keep tabs on all corporate events and transactions that have taken place with the changelog feature.

3. Keep your shareholders up to date

Keeping your shareholders up to date has never been easier. Publish an update and send it out as a branded email to selected groups. With analytics you take your stakeholder management to the next level. OwnersRoom provides you with the insights you need to succeed with your stakeholders and easily find out which members are keeping up and who may need a reminder.

4. Efficient Deals with digital funding rounds

Remember the last time you did a funding round? With all the emails, uncertainty of investor participation, or the chaos of figuring out how many and how much your investors wanted to invest? With our Deals-module you can do it all through the platform!

Track the process of your fundraising right from the dashboard. Gather all relevant documents in the document room and share updates on the fly! Your investors sign the subscription form digitally, therefore you can utilize analytics to optimize your time allocation as you manage the fundraising, creating a better experience for both yourself and your investors!