Markus DrewCREATIVE
AGENCY
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INDEPENDENT BUSINESS APPLICATION

InvestaWorx

Keep ownership and investor information organized.

What it helps you do

A workspace for ownership records, investor information and reporting, giving teams a clearer structure for managing that part of the business.

Who it is for

Teams evaluating this workflow for their business.

A representative workflow

  1. Review the task and information involved.
  2. Walk through the application against a representative business scenario.
  3. Agree on configuration, connections and handoff.

Setup and current scope

Confirm the current product scope, required connections, deployment and licensing during a walkthrough. Integrations and implementation responsibilities are scoped individually.