Can I allow my investors to share links to offers? (Sharing Offers, Social Media, Referrals)

Modified on Thu, Mar 10, 2022 at 12:24 PM

You have the ability to allow your investors to share your available offers on social media sites, as well as with direct links.  


To enable sharing: 

  1. Select Platform from the left menu
  2. Click Settings
  3. Choose the Features tab
  4. Check the box to Allow Investors to Invite Others
  5. Then check the Allow Social Sharing box
  6. Click Update Platform


If an investor would like to share your offer:

  1. Select Offerings from the top menu
  2. Click into the offer they would like to share
  3. Click Share Offer
  4. They can either post a list to social media, share a link with an investor, or send an invite to another investor



To view any referral links created:

  1. Select Platform from the left menu
  2. Click Referrals
  3. View a list of your referrals
  4. Click Export Data to download the data as a .csv file






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