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How to set up your CrowdWorks profile
How to set up your CrowdWorks profile

Step by step guide on setting up your company profile. How to get started.

Reetta Pellikka avatar
Written by Reetta Pellikka
Updated over a week ago

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.

In onboarding, you have been asked about general information about your company, and you can edit and add this information later:

Depending on how much you filled out on the onboarding, your company profile will be filled out when you land there the first time.

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

Get started

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.

1. General Information

The first thing to fill out is general company information.

2. Industry and stage

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.

3. Company mission

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

4. Add KPIs

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

5. Add logo and banner image

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

  • Use png or jpeg files.

  • The best size for the banner is bigger than 1825x450px

  • The logo is cropped to be a circle. Therefore, it is good to have some space around your logo. Then it will be fully visible.

6. Executive summary

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

7. Upload your pitch deck

Add your complete pitch here and other documents you want to share with visitors visiting your company profile.

8. Invite your network

Here is where things get exciting! Invite your investors, advisors, board, 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.

Tip: Invite your team

Invite your team to help you out setting your company profile. You can either invite the team as admins or employees. The admin role is the only management role, but employees will also be visible on the pitch card under "Our Team".

Add your team's email address and click "send invitation"

9. Write a welcome post

Writing a welcome update to CrowdWorks for your stakeholders 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?
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In updates, you can:

  • share attachments

  • add a banner photo and photos to the updates

  • embed content from social media

  • share links

10. Compete company profile

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:

  • Videos

  • Calendar

  • Market potential

  • UN Impact goals

  • Start a funding round

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.

Are you part of a community? Check out this post about follower requests and prospective investors.

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