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Managing Investor Questions

Investor questions are a strong signal of interest. Responding thoughtfully helps build trust, clarify key points, and strengthen your relationship with investors.

Updated over 3 weeks ago

Content

1. How to access the questions page

Go to Engage → Questions.

2. How to adjust default question settings

Select the Settings icon on the Questions page to update your default visibility preferences.

You can choose to:

  • Make all new questions public or private by default

  • Decide whether private questions should contribute to your public question count

These settings help ensure your hub displays the level of information that suits your communication approach.

See the image below for instructions:

3. How to navigate the questions page

On this page, you’ll see:

  • All active questions submitted by investors

  • Starred questions you’ve marked for internal tracking

  • Answered questions that are publicly visible or privately archived

If an investor has connected their shareholding, their verified details appear next to the question so you know exactly who you’re responding to.

4. How to respond to questions

When responding:

  1. Review whether the question is public or private. Toggle visibility if needed

  2. Select Answer

  3. Write your response

  4. Choose whether to post as yourself or as your company using the identity toggle

  5. Select Post answer

5. How to manually add a questions

You may want to post questions manually, the reason for this may be because you are getting the same questions asked multiple times via email, phone or conferences. You can post this question from your Company or anonymously.

To post a manual questions:

  1. Go to Newsflow

  2. Select the Announcement you want to post a question to

  3. Select Questions

  4. Post a question

  5. Select a Source and Company / anonymous

See the images below for instructions:

6. Best practice

  • Treat every answer as a statement to your wider investor base.

  • Be clear, accurate, and consistent with your company messaging.

  • Thoughtful answers encourage stronger engagement and demonstrate transparency.


You’re ready to engage

Managing questions helps you understand your audience and improve communication across your hub.

If you need support with your raise strategy, your Client Success Manager is here to help.

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