Exporting the Investor List
Exporting investors with filters applied — for audits, board reports, or CRM imports.
Exporting Transactions
Exporting the transactions register with date, deal, status, payment, and signature filters.
Exporting the Audit Ledger
Pulling a tamper-evident audit ledger of all certificate events, status changes, and admin actions.
Investor Engagement Analytics (Leads)
Reading the Leads dashboard — Tile Clicks, Buy Clicks, Data Room Activity — to prioritise outreach.
Login Audit Log
Who logged in, from where, when — and how to investigate suspicious access.