How do I set up my Glassboard 2 profile?

This is a step-by-step guide to help you as an investor set-up your profile.

  1. The first step if you haven’t already is to accept your invitation within the deal. This will typically be an invite link the Organizer has sent to your email. This link will have you create a User profile within Glassboard 2.

    1. Once created you can begin the process of creating your profile within the Deal


2. To begin select the deal you have been invited to, in your investments screen.

 

 

3. Once the deal has been selected you will be brought to the main deal page

    1. On this page, you will be able to select whether you want to participate in the deal

4. If accepted, you will be prompted to select a profile or create a new one.
    1. If you have participated in past deals and were an individual creating a new profile will allow you to create an entity profile. Otherwise, you will just use the same individual profile as before.
      1. If you need to update your profile information you can use the steps in Edit Your Profile to update profile information














        Creating your Investment Profile