Investor Types and What Each One Gets
Your investor type is the single biggest thing shaping the portal. It is not a plan and not a role: it is a classification of what kind of investor you are, and it decides which features exist for you at all.
What you will learn
- The nine investor types and what each includes
- Why a bigger plan will not unlock a type restriction
- How to read the strip on your dashboard
- What a zero means on the deals-per-month tile
- How to change type, and what it costs you
Type, plan and role are three different things#
People conflate these constantly, so it is worth being blunt about it. Your type is what kind of investor you are. Your plan is what you pay for. Your role is what you personally may do inside your organisation. All three must allow something before you can do it.
| Set by | Changed by | |
|---|---|---|
| Investor type | What kind of investor you are - Angel, VC, Broker, and so on. | An administrator, from the profile page. Resets verification. |
| Plan | What your organisation pays for. | Whoever manages billing, from the Billing page. |
| Role | What you personally may do in this organisation. | An administrator, from the Roles page. |
Important
If a screen says the feature is not available on your investor type, buying a bigger plan changes nothing. That is the whole point of the distinction.
The nine types#
Deals per month and seats are ceilings. A tick means the feature exists for that type at all.
| Type | Deals/mo | Seats | Deal room | Broker | Disburse | IC | Term sheets |
|---|---|---|---|---|---|---|---|
| Angel | 10 | 1 | Yes | - | - | - | Yes |
| Angel network | 50 | 10 | Yes | Yes | Yes | Yes | Yes |
| Venture capital | 100 | 25 | Yes | Yes | Yes | Yes | Yes |
| Family office | 30 | 15 | Yes | Yes | Yes | Yes | Yes |
| Corporate VC | 50 | 20 | Yes | Yes | Yes | Yes | Yes |
| Government fund | 20 | 15 | Yes | - | Yes | Yes | Yes |
| University fund | 15 | 10 | Yes | - | - | Yes | Yes |
| Accelerator fund | 40 | 10 | Yes | Yes | Yes | Yes | Yes |
| Broker | Unlimited | 5 | - | Yes | - | - | - |
Good to know
Angel and Broker are the two that genuinely differ. The six types in the middle vary only in their numbers - the features are the same.
Reading the strip on your dashboard#
The dashboard carries a row called 'What your plan includes'. A green tick is available to you; a grey dash is not, and no amount of paying will change it.
- 1
Check the strip before you go looking for a screen
It is faster than clicking through the sidebar and hitting a gate card.
An Angel: four features ticked, three dashed, and no Team or Roles at all because an individual has no team. - 2
Read the deals tile carefully
A number is your monthly ceiling. 'Not available' means your type cannot create deals at all - which is different from a ceiling of zero.
Tip
A Broker is the only type that cannot create deals, and it is also the only type whose deal allowance is unlimited. Those two facts sound contradictory until you remember a broker introduces deals rather than running them.
Changing your investor type#
Only an administrator of the organisation can do it, from the profile page, and a reason is required. Treat it as a commercial reclassification rather than a setting.
- 1
Open Profile as an administrator
Ordinary members cannot do this, however senior their role sounds.
- 2
Give a real reason
It goes on the record, and a reviewer reads it. 'Changed' is not a reason.
- 3
Expect to be re-verified
Your profile drops back to unverified and returns to the platform's review queue. Your capability tier changes immediately, though.
- Features can disappear the moment you save - a deal mid-flight in IC review will find IC review gone if you move to Angel.
- Seats can shrink below the number of colleagues you already have.
Careful
Check the table above before changing type, not after. Moving from Venture capital to Angel takes your seats from 25 to 1 and removes IC workflow and disbursements.
Common questions#
Because the type describes what kind of investor you are, and the platform treats some features as inappropriate to some kinds. A broker does not hold a portfolio; an angel does not run an investment committee. Those are product decisions, not a price list.
You cannot create further deals until the month rolls over. Existing deals carry on as normal.
Then it is your role, not your type. Ask an administrator to check Roles.
Yes - your type is shown on your access requests, so an incubator knows whether it is dealing with an angel or a fund.
