Investor Relations Invites

When a company you have invested in uses Findex for Investor Relations, they can invite you to access their IR portal directly from your Findex account. The IR Invites section is where you manage these invitations.

Last updated About 1 month ago

Overview

Under Settings > Account Settings > My IR Invites, you can view and respond to invitations from companies that want to share investor-facing content with you. Accepting an invite connects you to the company's IR portal, giving you access to updates, documents, and communications related to your investment.

Viewing Your IR Invites

  1. Go to Settings from the main menu.

  2. Select My IR Invites under Account Settings.

  3. You will see a list of pending and previously accepted invitations from companies.

[Image: IR Invites settings page showing pending and accepted invitations]

Screenshot the My IR Invites page with at least one pending invite and one accepted invite visible.

Accepting an Invite

  1. Navigate to Settings > My IR Invites.

  2. Find the pending invitation from the company.

  3. Click Accept to connect to their IR portal.

  4. Once accepted, you will be able to access the company's shared IR content, such as reports, cap table information, and communications.

[Image: Pending IR invite with Accept button highlighted]

Screenshot a pending invitation card with the Accept action clearly visible.

Declining or Managing Invites

  • If you receive an invite you do not recognize or do not wish to accept, you can decline it from the same page.

  • Previously accepted invites are listed so you can review which companies you are connected to at any time.

  • If you want to disconnect from a company's IR portal after accepting, look for the option to revoke or leave the connection.

Tips

  • Accept invites from companies you invest in. This gives you direct access to official investor updates and documents right inside Findex.

  • Check for new invites periodically. Companies may send invitations at any time, especially after new funding rounds or shareholder events.

  • Only accept invites you recognize. If you receive an invitation from an unfamiliar company, verify the source before accepting.

Need Help?

If you have questions about an IR invite or need help managing your investor connections, reach out to us at team@findex.se.