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[How-to] Creating Investor Groups (aka Investment Syndicates) on BEAM

For angel investors who'd like to invest as a group and receive notifications on new proposals


[How-to] Creating Investor Groups (aka Investment Syndicates) on BEAM | BEAMSTART News

- From our Sponsors -

This tutorial will briefly explain how you can create Investment Groups (also known as investment syndicates) on BEAM. 

1) To get started, create a new company profile on BEAM from the left navigation menu.

- Featured Sponsor -

Create new company profile from the side menu

2) Upon creating your new company/group profile, assign your team members/investors to the page.

Look out for this button
Set their role as 'manager' and click 'Add Team Member'

3) Add  an investment profile to the newly formed page. Select the representatives who will receive notifications of any new investment proposals submitted.

Look out for this button
Fill up the form with your investment information and select the representatives who will be notified of any new investment proposals


And you're done! You will receive a notification/email upon any new proposal submissions! ⚡️😀

- From our Sponsors -

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