Welcome to CrowdWorks!

Setting up your CrowdWorks profile takes a few minutes, and you can always continue to work on it later. If you want to get started with your company profile, please follow the steps in this article.

Everything starts with onboarding where you will be asked about general information about your company. You can fill it out here or skip it and continue later.

Tip: Try out the AI helper to fill out your profile!

The first time you land in your company profile, it will look like this (if you did not fill out anything in company onboarding):

You will find a guide on actions on the right-hand side of the page to get your profile up and running.

It is the simplest to start working with your profile information first. All this information can also be edited in your company settings.

The first thing to fill out is general company information.

Select your company's industry, product and funding stage. If your industry is not available in the list provided to you, just click "Add other" to see more.

Share your company's mission in a couple of sentences. This should tell what is that your company does and why.

Read in more detail about setting up your KPIs here.

CrowdWorks recommends choosing numbers that you can easily update every month and that tells about the progress of your business to your investors. Add at least 2 metrics such as Revenue, Sales, Users, Burnrate or Runway.

KPIs are visible to your shareholders.

We highly recommend adding a company logo and a banner image since this will add your company branding.

Fill out what problem you are solving and how. You can later include your complete pitch as a separate document, so here you can focus on the main problem, how you are solving it and what is your competitive advantage.

Add your complete pitch here and other documents you want to share with visitors visiting your company profile. You can also add a video to your profile.

Tip: Add a PDF version of your pitch deck and it will be visible as a slideshow on your profile. Investors can easily click through your pitch.

Here is where things get exciting! Invite your shareholders, board members, and followers to your company dashboard. Check this user right matrix to get an overview of the different roles. Copy-paste their email addresses and send them an invitation from user management.

Writing a welcome update to CrowdWorks for your shareholders is a great way to engage them from the get-go! Could you share your plans on how you are going to communicate investor relations through CrowdWorks?

You can post public updates that are visible on your profile to visitors and followers or private updates that are only visible to shareholders and board members. We recommend sharing both types to keep your current shareholders up-to-date with confidential information and attract new followers.
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In updates, you can for example:

You can read here for more details about updates.

The starting guide will help you fill out your basic company profile, but there are also additional profile sections that will help you stand out from other companies when filled out properly.

You can add the following:

The text fields we have selected to include in your profile are fields that we know investors are looking at when deciding whether they see potential in the company. You should upload your complete pitch document to your profile to provide more detailed information.