The Investor Portal at a Glance
The Investor Portal is where capital meets the pipeline: you request access to an incubator's startups, work opportunities through a deal pipeline, issue term sheets, release money in tranches and then track what you own. This page explains how the pieces fit before you touch any of them.
What you will learn
- What the portal is for, and what it is not
- The difference between investing as yourself and as a firm
- The three separate things that can lock a screen
- How the portal connects to incubators and founders
- Where to start on day one
What this portal is#
One workspace for the whole investment lifecycle. Startups reach you two ways - you request access to an incubator's cohort, or a founder pitches you directly - and from there every conversation, document, meeting and decision lives against the deal rather than in somebody's inbox.
Sourcing
Deal Room for incubator cohorts, Applications for founders who pitch you directly.
Pipeline
Deals carries an opportunity from first look to closed, with notes, documents, meetings and tasks attached.
Decision
Investment Committee review and term sheets, for the firms whose process needs them.
Money and after
Disbursements release funds in tranches; Portfolio tracks what you own and what it is worth.
How the portal is laid out#
The sidebar is grouped by what you are doing rather than alphabetically, and it is worth learning the four groups - it is the fastest way to find anything.
- Overview - Dashboard and Profile. Always reachable, even without a subscription.
- Sourcing - Deal Room, Deals and Applications. Where opportunities come from and get worked.
- Portfolio - Companies, Analytics, Disbursements and Mentors. What happens once you commit.
- Organisation - Team, Roles and Billing. Organisations only.
Good to know
A padlock beside an item is not a fault. Hover it and the tooltip names which of the three locks you have hit.
Two ways to be an investor here#
The choice you make at sign-up shapes everything afterwards, and it cannot be undone in place. Read this before you register.
| Individual | Organisation | |
|---|---|---|
| Who it is for | An angel or broker investing your own money. | A fund or firm where colleagues share the work. |
| Team | None. There is no Team or Roles screen, because there is nobody to invite. | Invite colleagues, give each a role, seats capped by your investor type. |
| Public page | Your personal investor profile. | A page for the firm, with its own name and identity. |
| Billing | The subscription belongs to you. | The subscription belongs to the organisation. |
Important
You can hold both. A personal angel profile and the funds you have founded live side by side, and you switch between them from the header. What you cannot do is turn an individual profile into an organisation - create the organisation separately instead.
Three different locks, three different fixes#
A padlock in this portal means one of three things, and telling them apart saves you asking the wrong person. The screen always names which one you have hit.
| What you see | What it means | Who can fix it |
|---|---|---|
| Not available on your investor type | Your classification - Angel, Broker, VC and so on - does not include this feature at all. | Nobody, by upgrading. If the classification is wrong, an administrator changes the investor type. |
| Not included in your plan | The feature exists for your type, but your subscription does not cover it. | Whoever manages billing. Upgrade the plan. |
| Your role doesn't have access | Your organisation has it; your role does not. | An administrator of your organisation, from Roles. |
| Subscribe to unlock this | There is no active subscription at all. | Whoever manages billing. Profile and Billing stay open so you can fix it. |
Tip
The order matters. Investor type beats plan, and plan beats role. If the card says your type excludes it, do not go and buy a bigger plan - it will not help.
Who else is involved#
The portal is one corner of a larger platform, and most of what appears in it was put there by somebody else.
Incubators
They hold the cohorts. You ask for deal room access; they decide what you may see, and can narrow it or withdraw it later.
Founders
They pitch you directly through Applications, and they answer your information requests and negotiate your term sheets from their own portal.
Mentors
Verified mentors can be engaged against commercial terms, and their feedback on a startup can be part of what an incubator shares with you.
Brokers
Introducers who put a startup in front of you and are paid a commission when it turns into a deal.
Your first day#
- 1
Finish your profile before you ask for anything
Incubators match startups against your thesis, sectors, stages, geographies and cheque size. An empty profile gets poor matches and makes access requests easy to decline.
- 2
Take a plan
Profile and Billing are the only screens that work without one. Everything else stays locked until a subscription is active.
- 3
Request deal room access
Pick an incubator and say how much you want to see. Whole-incubator access is the broadest; narrowing to a program is easier for them to say yes to.
- 4
Create your first deal
Open a startup you have been granted, and Create deal. That is the object everything else hangs off.
Tip: A deal with a real title and a real ask amount is worth far more later than a placeholder you meant to fix.
Common questions#
No. You can set up your pipeline immediately. Verification matters because some incubators only grant deal room access to verified investors - it affects what you are offered, not what you can do.
An administrator of the organisation can, from the profile page, and it must be given a reason. Doing so resets verification and puts you back in the review queue, because the classification is what your commercial tier is based on.
The header shows which one you are acting as, and every screen is scoped to it. Switching changes your permissions, your plan and your data all at once - check the header before you wonder why a number looks wrong.
Because that is deliberate. Your notes and documents are private by default; only what you explicitly share appears on their side.
