What access can I give?

Two levels: View only, and View + download. Access can come from:

  • a folder, which covers everything inside it, including documents you add later;
  • a single document;
  • a group the investor is in;
  • their stage in Fundraise, if you've chosen folders for each stage.

If access comes from more than one place, the more generous level applies. Your team can open every document.

Manage access for one investor: the folders they can view or download, including access through a group

Still stuck? Write to hello@1936ai.com and a person will answer.