How do I get the contact information of my investors?
Per the Reg CF rules, no company is able to communicate with a potential investor unless it is done so publicly. However, once you have conducted a "Rolling Close" and withdrawn funds from your offering, you will have the contact information of those who were previously part of a withdrawal.
Once you have done a close, you are able to get the name, email address, amount invested and the number of shares by following the below steps:
- Login to your StartEngine company account
- Click the arrow next to your name, then click “Campaign Progress”
- Go to Investments
- Select the green “Download Billing Report”
An email will be sent automatically to the email that is associated with your company
NOTE: The investor email addresses will only show for investors who were part of a previous disbursement. If you do not see any email addresses it is because no disbursements have been completed yet.
Want more information on how to disburse funds? Click here.