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Investment Invitation
How do I invite my investors to participate in my round?

How do I invite my investors to participate in my round?

Last updated on December 13, 2022

You can invite users to participate in a private fundraise and private trading. The invitation functionality for fundraising is available through the Syndicate page “Access” tab for Syndicate managers, and inviting users to trade privately is available for Company representatives on the Orderbook page.

The Access tab

In the Access tab you can find:

  • A form to invite new users
  • A list of sent invitations that have not yet been accepted
  • A list of verified users who have been granted access to privately invest or trade

On the Send Invitation form you can

    • Insert the name of the User whom you wish to invite
    • Insert email to which the invitation is sent
    • Insert optional personal comment to be included in the invitation email
    • Send the invitation by pressing “Send invitation” button

Sent invitations list contains the following information:

  1. The name of the person the invite was sent to
  2. The email address the invitation was sent to
  3. Invitation status
    1. Sent – the invitation is sent but not yet connected with a user.
    2. Linked – the invitation is connected with a user but not yet accepted.
    3. Accepted – the invitation is accepted by a user but the user is not verified. A corresponding tooltip is also shown next to the status.
    4. Canceled – the invitation is canceled by the manager. The invitation link is not valid for the user anymore.
    5. Expired – the link has expired and is not valid for the user anymore. Note: The invite expires in two weeks.
    6. Cancel button – cancels the invitation. Invitation link is not valid for the user anymore.
    7. Resend button – sends the invitation to the user again. New expiration date will be set.

Access granted list contains the following information:

  • The name of the person the access is granted to.
  • The email address the access is granted to. A tooltip is added when the email of the user differs from the email where the invitation link was sent.
  • Revoke button –  revokes access from the user. When access is revoked, new invitations can not be sent to this user again.

When a user receives the invitation by email they have to click the link in the email to accept the invitation and will be directed to the Funderbeam platform.

When a user is already logged in, they will be directed to accept the invitation and choose the profile they want to use to invest or trade.

When a user is not logged in they will be asked to log in or sign up. After logging in, they will see the invitation to invest or trade on their Dashboard from where they can navigate to accept the invitation and choose the profile they want to use to invest or trade.

When the chosen user profile is verified, they will be granted access directly and the private access can be found on their Dashboard. When the chosen user profile is not verified, they will be asked to verify their profile, after which they will be granted access.

 

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The information about the investment opportunities profiled on this website is provided for general information and marketing purposes only and should not be considered an invitation or inducement to engage in any investment activity. Complete and comprehensive information about an investment opportunity is only available to investors who have been approved by a Funderbeam group entity

You should ensure you carefully read the Risk Disclosure Statement before deciding to proceed with any investment or transaction, including making a purchase of securities via the Marketplace. Funderbeam has taken steps to ensure that company and securities offering information is clear, fair and not misleading in accordance with its internal verification procedures. Funderbeam does not provide investment advice or any recommendation to invest. Any investment opportunity on this website should not be considered as an offer to the public and is not directed at or offered to anyone to whom it may not be so directed or offered, or located in a jurisdiction where it is unlawful to do so.

This page provides you with an overview of the services provided by different entities belonging to Funderbeam Group. In this page, we generally refer to the group as “Funderbeam”, “we”, “us” or “our”.

It is important to note that funds are raised, investments are made and trade orders are placed through three service provider entities: Funderbeam Markets AS (FBAS) (authorised and regulated by the Estonian Financial Supervision Authority under permit 4.1-1/212), Funderbeam Markets Limited (FML (authorised and regulated by the UK Financial Conduct Authority under FRN 794918), and (for trade orders only) Funderbeam Markets Pte. Ltd., (FB Pte). FBAS and FML are MIFID investment firms.

A Funderbeam client (whether investor or company) is a client of the service provider and under the protection of the requirements of the regulator under which that service provider operates: An EEA client’s service provider is FBAS, a UK/ non-EEA/ non-Singapore client’s service provider is FML, and a Singapore client’s service provider is FB Pte.

The Marketplace is operated as an organised market by Funderbeam Markets Pte. Ltd., in Singapore as a Recognised Market Operator (RMO) under the supervision of the Monetary Authority of Singapore. FBAS and FML are Trading Members of the RMO’s Marketplace. Access to the Marketplace for EEA and non-EEA clients is only provided by and through such clients’ service provider (ie FBAS or FML). The Marketplace does not provide services directly to investors outside Singapore.

With respect to any securities or investments offered by a US domiciled Fundraising Company, by visiting this site you confirm you are not a US resident or US person (as defined in Regulation S of the U.S. Securities Act of 1933) and you understand and agree that you are not acquiring any Investments for the account or benefit of any such US resident or US person. No investment opportunity in a US domiciled Fundraising Company is directed at US persons.