Finding your way around

The left sidebar is how you move around HeyInvest. It's grouped into five sections.

Section	Page	What it's for
Overview	Dashboard	A summary of your raise, pipeline, outreach, and credits.
Discover	Investors	Search and filter the full investor database.
	Companies	Browse the companies investors have backed.
	Match Runs	Describe a raise and get a ranked list of matched investors.
Workspace	Raises	See all your raises: active, draft, and closed.
	HeyIntro	Find investors in your LinkedIn network and reach them through people you know.
	Inbox	LinkedIn messages, email replies, email campaigns, and mailboxes.
	Pipeline	Track investors from first contact to commitment.
	Family offices	Coming soon.
Collections	BYO Lists	Upload your own investor lists.
	Lists, Saved Searches	Coming soon.
Account	Billing & Credits	Your plan, credits, payment details, and invoices (owners and admins).
	Team	Invite teammates and manage roles.
	Integrations	Coming soon.
	Settings	Your profile, team, and credit usage.

To make more room, click the collapse icon next to the HeyInvest logo. The sidebar then shows icons only.

At the bottom of the sidebar you'll see your plan and how many of your credits you've used this month.

The Dashboard

Until you start reaching out to investors, the Dashboard shows sample data, so you can see how it will look. A banner tells you when you're looking at examples.

Once you start outreach, it shows your real numbers:

• Funding progress: how much investors have committed, from your pipeline.
• Pipeline: how many investors are matched, unlocked, contacted, replied, meeting, and committed.
• Warm paths: how many investors you can reach through HeyIntro.
• Your credits left this month.
• Top new matches, Recent conversations, and Next up.

Click the floating setup checklist to see the steps that get you the most out of HeyInvest, and which ones you've completed.

Getting help

Click the ? button at the top of any page, or Help & docs in the workspace menu, to open this help center.