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.