Roundtable

Julien Fissette

Best practices on how to use the platform

What flow does your deal go through from creation to completion?

You can modify how people access your deal when sending an invitation link

All the steps to create a deal on Roundtable

As a deal or community lead, you can engage with your investors through various channels (in-app discussion, emails, WhatsApp groups, …).

If you have multiple email addresses and want to centralise communications to a main address, you can use the "alternate email" feature.

Enable other people (family office, …) to track your investments and perform actions on your behalf.

The impersonation feature allows you to log in and act on behalf of an investor.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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