Skip to main content
All CollectionsSourcing BoardsSourcing by Following Investors
How can I set up my mandate in Sourcing by Following Investors?
How can I set up my mandate in Sourcing by Following Investors?
MyAnalyst avatar
Written by MyAnalyst
Updated over a week ago

You can follow these simple steps to set up Sourcing by Following the Investors dashboard as per your mandate.

  • In the Investor Category section, give a name to the investor category and select one or more investors to this category. You can further refine your sourcing by using multiple filters such as Sectors, Geographies, Founded Years as shown below

  • You can also add multiple investor categories in the sourcing board by clicking on the "Add New Investor Category" option and update the details as mentioned in the previous step.

  • You can configure alerts for the desired frequency and then Click on "Save and take me to my board" button to effect these changes.

Did this answer your question?