Overview
Heartbeat helps you keep your investors updated on the health of your company by automatically sharing key performance indicators (KPIs).
Key Benefits:
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Distribute the KPIs that matter most to your shareholders.
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Never miss an update - Heartbeat will prompt you when updates are necessary.
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Investors can see all updates from their investments in one place.
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It's free with any FounderCatalyst product or subscription.
Watch this walkthrough to see how to set up Heartbeat and what shareholders will receive.
Getting Started
1. Access Heartbeat
- Navigate to the left-hand menu and select Heartbeat
2. Start using Heartbeat
- Click the Start using Heartbeat button to begin.
3. Define your Heartbeat information
Defining data items
Your Heartbeat will display the standard modules but you can edit these by adding modules from the module library by drag and drop.
4. Uploading files
You can upload file directly in the data room or from the Heartbeat page. The Heartbeat folder is in the 'Company general information' folder.
You can also find it in the edit drop down.
5. Reviewing a Heartbeat before publishing
Once you’ve edited and filled in your Heartbeat data, you can review it by clicking 'View as shareholder'
6. Publishing a Heartbeat
When ready, click Publish.
Note: Publishing is irrevocable and will notify your shareholders.
7. What does the shareholder see?
When you publish a Heartbeat, your investors are notified automatically via email. They can click 'View Heartbeat' link in the email and see the Heartbeat.
