Investor Access Insight | Feature Requests

Investor Access Insight

planned

Phoebe Cronk

Allow users to see when their models have been accessed and for how long the investors were in the model

Created by Josh Branum

May 19, 2022

Zack Pennington

Merged in a post:

Share Public Link Which Requires Anyone Viewing It To Enter Their Email

Malka Goldfein

It's just like Docsend. In order to access the Income Statement or whatver you want to share the viewer must input their email. Right now you can either make it public or require a specific email.

February 6, 2023

Zack Pennington

marked this post as

planned

Zack Pennington

Merged in a post:

Investor has accessed the invitation link and viewed the model.

Phoebe Cronk

The ability to see that an investor has accessed the link sent to them and viewed the model.

November 2, 2022

Michelle Callahan

This would be a big win and would help us to know which investors are seriously looking.

Michelle Callahan

This would be a big win and would help us to know which investors are seriously looking.

Kari Leftwich-Wolfe

I have not used the investor invitation link yet, but once ready to do so, I would want the benefit of knowing if and when they have accessed and viewed it.