Lead-family guide
How professional investor invitations should work
Professional investor invitations should be specific, controlled, and auditable: who was invited, what they could see, when they accepted confidentiality terms, and what action they took next.
- Use invitation-specific links rather than forwarding unrestricted files.
- Gate sensitive material behind clear confidentiality terms.
- Separate browsing interest from a subscription request.
- Give the lead family approval rights before any allocation is treated as accepted.
- Keep an activity trail for material views, questions, passes, indications, and subscriptions.
This is not only a technology preference. It protects the relationship between the lead family and the invited investor by making the process clear, limited, and reviewable.