IRM - How to …? – Advanced

📄️ View and add private comments to investor

You can add private comments about specific investors who are already registered on the platform. Such

There is also the possibility to add private comments (i.e. only visible to users associated with your company)

High-level investor data is shared across the platform meaning that change requests for existing investors

If a specific investor is only linked to your company, you can modify all the data on your own. Normally the

An investor that is ‘linked to your company’ will appear in your ‘linked investor list’, which you then might

In case you want to ‘unlink’ an investor from your company, you can do that via the individual investor profile

SchedulR allows you to add ‘tags’ to investors. Tags are always ‘company specific’. Think about tags as a kind of

Filtering your ‘Linked Investors’ and downloading the results is easy. See below, or if you prefer a short video

Via ‘IRM’ you will find all interactions that involve users of your company. The table includes schedulR events,

Your interaction history with specific investors is always displayed on the respective investor profile. However,

See the step-by-step description on the following pages on how to use IRM Analytics and customize your