Accept portfolio or membership invites and understand connection requests.
Portfolio invitation (/join/portfolio/:token)
- Open the link from your email—tokens are single-purpose and time-bound.
- Sign in with an investor-eligible account or create one if prompted.
- Accept to attach your user to the inviting firm’s portfolio, or decline if it is the wrong relationship.
Investor membership invite (/join/investor-membership/:token)
Used when a teammate should join an existing investor account. Flow is similar: authenticate, accept, and you inherit that firm’s permissions.
Connection requests (ongoing)
Unlike one-off invites, connection requests are initiated inside the product after you already have an investor login. Companies accept or decline from Settings → Investors.