Universal Directory
Breaking down the Directory drop down and how you manage your investors
Directory
On the leftside navigation bar, the Directory dropdown menu is available with the options below. This Directory is a collection of investor entity profiles and accounts (emails) of everyone who has interacted with your Investor Management products like Digital Subscriptions, Data Room, Investor Portal, and/or Compliance CRM.
Directory Entities
A Directory Entity is a record of an investor entity profile that is defined by it’s legal name and entity type. Examples of entity types include: Individual, Trust, LLC, IRA, etc.
These records are created the following ways:
Digital Subscriptions: Automatically when an AngelList account starts a Transaction via one of your organization’s Templates and creates a new entity or selects an existing one. That entity will be recorded as a Directory Entity in your directory.
Portal: You can manually create Directory Entities via the New entity button if you have purchased Investor Portal.
Directory People
A Directory Person (People) is a record of an investor’s AngelList account tied to a specific email.
These records are created the following ways:
Data Room: Whenever a visitor in your Data Room is privately invited in or visits via a Verified Link level security Access Link.
Digital Subscriptions: Whenever an AngelList account user creates a new Transaction. Note: If someone starts a Transaction on behalf of someone else, they are both created as Directory People and associated with that Directory Entity.
Portal: You can manually create a Directory Person via the New person button if you have purchased Investor Portal.