Janover Connect

Discover how to make important documents immediately available to your prospects and investors

Manager Platform Guide - Documents Overview

Attach documents to your Offering for prospects to download and review

Manager Platform Guide - How do I upload documents for an Offering?

You can remove documents when you edit the offering

Manager Platform Guide - How do I delete documents from an Offering?

Attach documents to the Investment Entity to share them with all investors in the deal

Manager Platform Guide - How do I upload documents for all investors in a deal?

Securely provide investor specific forms and documents by uploading them to Groundbreaker’s central repository

Manager Platform Guide - How do I upload documents for an investor?

Manager Platform Guide - Can I delete documents once they are uploaded?

You can safely delete documents associated with any investment

Manager Platform Guide - How do I delete a document saved with an investment?

Yes, through zapier can automatically send a notification to your investors whenever a document is added.

Manager Platform Guide - Can I send automatic notifications about a new document?

Yasmin Bastos

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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