HelpHelp

Coming soon

These parts of HeyInvest appear in the app but aren't available yet. We'll add help articles for each one as it launches.

Feature Where you'll see it What it will do
Pitch deck and website reading Raise setup, Match Runs Read your deck or website and fill in your raise details for you.
Lists Sidebar → Lists Group investors into lists you can share, export, and message.
Saved Searches Sidebar → Saved Searches Save an investor search and get alerted when new matches appear.
Family offices Sidebar → Family offices Browse family-office profiles.
Integrations Sidebar → Integrations Send investors to your CRM (for example HubSpot or Affinity) and other tools.
Outlook and Microsoft 365 mailboxes Inbox → Mailboxes Send email campaigns from a Microsoft mailbox.
Editing and closing raises Raises Edit, activate, close, or delete a raise.
Export and bulk actions Investors, Companies Export investors or companies, and save or message many investors at once.
News and Notes Investor profile See news mentions and keep private notes on an investor.
Global search and notifications Top bar Search everything at once and get activity alerts.

Still need help? Email support@heyinvest.ai.