What is an Investor Lead?
An investor lead is a contact who is not yet a shareholder, that you can work to convert. A contact is tagged as an investor lead when it is created but not linked to an existing or past shareholder. This can happen through two methods;
When an investor creates an investor hub account and there is no linked shareholding detected by our system.
When you add a contact and do not link them to a shareholding.
Where can I find my Investor Leads?
You can find who is an investor lead using the investor search page.
You can use the filters to view all contacts who have been identified as an investor lead using the Investor Lead Status filter.
When looking at a contact page, the status section will show you if a contact has been identified as an investor lead.
How do I grow my number of Investor Leads?
Your number of investor leads grow as more investors sign up to your investor hub. The best way to get more investor leads is to make sure you are releasing and distributing new interactive announcements and investor updates.