- Navigate to My Business > Cap Table > Trade Requests, click on Trade ID to view the Trade Ticket Details. Under Seller/Buyer, click on Show contact information to view the email address, phone number, and residential address.
- Navigate to My Business > Offerings > Request to invest and click on Show Address to view the Investor’s Address or Fund Address.
If you need more information, please read the detailed answer below.
You can view the Investor’s contact information in several places on the iownit platform. The availability of Investor’s contact details depends on the status of the Trade Request.
Option 1
- Navigate to My Business > Cap Table tab > Trade Requests (the section appears after a Trade is executed by a Buyer and changes to the Trade Pending section once the Trade is accepted by the Issuer), and click on Trade ID to view the Trade Ticket Details.
- Under Seller/Buyer, click on Show contact information to view the email address, phone number, and residential address.
Option 2
- An Issuer can view the Investor’s Address or Fund Address under My Business > Offerings tab > Request to Invest, after clicking on Show Address (outlined in red in the screenshot below).
To help Investors to get in touch with you, please provide your contact information, as explained below:
- Navigate to My Business > Business Profile tab, scroll down to the Help investors to get in touch with you section and click on Add contact information for investors.
- Enter your contact email and phone number in the fields to help investors get in touch with you and click on Save.
You can update the Investor Contact Information (email and phone number) at a later point in time by clicking the Edit contact information button (outlined in red in the screenshot below), making your changes and clicking the Save button in the dialog that appears.
