REFERENCE

INVESTOR USER GUIDE

For investors: NDA and onboarding, company discovery, data rooms, financials, valuations, debt, positions, portfolio, matches, and account settings.

COMPANY OWNER GUIDEADMIN GUIDE HOME

STEPS

  1. 1Sign in to the platform. You will land on the Investor Dashboard, your home base for all portfolio activity.
  2. 2If you have not yet signed the Qu4tro Labs Mutual NDA, a banner at the top of the dashboard will prompt you to sign. Click SIGN NDA to open the signature modal.
  3. 3Enter your full name and title, draw your signature, and submit. The NDA is recorded with your name, title, signature, and timestamp.
  4. 4Once signed, the banner switches to a green confirmation showing your signed name and date. You now have full investor access.
  5. 5Complete the Investor Onboarding Wizard if it appears. It walks you through setting your investment focus areas, stage preferences, check size range, and sectors of interest.
  6. 6Open your Investor Profile from the dashboard header to edit your focus areas, stage preferences, and notes at any time. Your profile powers AI matching and recommendations.

TIPS

  • •The platform NDA is required before you can request access to any company data room or view confidential financials.
  • •Your investor profile focus areas and stage preferences drive the Recommended For You and Matchmaking panels, so keep them current.
  • •You can update your profile at any time from the PROFILE button in the dashboard header.

AI DISCLAIMER: Some content in this platform is generated or summarized by AI. Always verify financial figures, legal terms, and grant eligibility against source documents before acting.