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Choose what a link shows

Share different things with different investors.

On the “What investors see” tab of the Investor room page you choose which sections, metrics, documents and readiness items the room shows. New links follow that choice by default.

A link can also have its own selection. That lets you show a lead investor more than a first-time contact, without changing the room for everyone else.

  • Use the “Preview as investor” button to see exactly what an investor will see before you send anything.
  • Downloads are off unless you allow them for that link, and need a paid plan.

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