Link a ‘target investor’ to your company
An investor that is ‘linked to your company’ will appear in your ‘linked investor list’, which you then might
want to filter e.g. by location to come up with a target list for roadshows in specific places. All investors you
have met or will meet are linked to your company automatically. However, you might want to link ‘target
investors’ as well. Here is how that works:
First you must look for the investor you want to link (as described in section Search and view investor. The next step is very straight- forward; by simply clicking the ‘link investor’ button the investor is linked to your company
Figure 4.8 – Link investor