How to use Investor Relations
Investor Relations is a Digital Worker on SOCIII for banking finance. Founder-side investor relations + capital formation co-pilot. Investor pipeline CRM (Approached → 1st mtg → 2nd mtg → diligence → term sheet → close). Apollo prospecting. Data room with scoped sharing and KYC. Cap table integration. Reg D / 506(b)/(c) compliance guardrails. Equity (KISS, SAFE, convertible, seed), debt placements, PE placements, fund formation. Communications via Marketing worker.
What you can ask
- "Show me my Pipeline."
- "Show me my Capital Raised."
- "Show me my Data Room."
What each tab shows
Pipeline
What Pipeline does: this is Investor Relations's "Pipeline" view (the default view when you open the worker).
Capital Raised
What Capital Raised does: this is Investor Relations's "Capital Raised" view.
Data Room
What Data Room does: this is Investor Relations's "Data Room" view.
Cap Table
What Cap Table does: this is Investor Relations's "Cap Table" view.
Governance
What Governance does: this is Investor Relations's "Governance" view.
Notices
What Notices does: this is Investor Relations's "Notices" view.
Updates
What Updates does: this is Investor Relations's "Updates" view.
Vote
What Vote does: this is Investor Relations's "Vote" view.
My Position
What My Position does: this is Investor Relations's "My Position" view.
Documents
What Documents does: this is Investor Relations's "Documents" view.
Where this comes from
This page is generated from Investor Relations's catalog entry in SOCIII's worker registry, not hand-written — it reflects the worker's current name, description, and canvas tabs as published. Open Investor Relations on the Marketplace →