Good morning,

I have a PACT signer that got the automation email inviting them to setup their profile in Hub.   When they tried, they got a "sample profile" and weren't able to edit it.    I see this person already has an prospect record on file showing the outreach and response trail through PACT signing and thank you emails.  The link they are clicking uses their profile email as their login so that doesn't seem to be the issue.   Not sure how to help them or what I need to configure to allow them to see their own profile rather than a sample profile.   Thanks for the help! 
1 reply
Hi Christian, 

By default, when someone signs a PACT, they have the ability to create a profile on Decile Pro, our LP portal. When they do this, they'll see a sample fund. This sample fund is what this person is referring to. This is because signing a Pact is a non-binding letter of intent, and the person has not invested in any funds yet. Once the person does invest in your fund, if you are using our back office solution, they will use this portal to manage their investment. 

We encourage people to create their profile on the LP portal after signing a pact, as it's one less step that will be required before the formal closing process. If you don't want to ask your investors to do this, you can turn this off in the "Enable PACT to Decile Pro" setting under Investors -> Commitments / PACTs -> Setup. I highly encourage you to walk through the pact signing process yourself in an incognito window to see the exact experience that your investors will be going through. 

Log In or Sign Up

Please Log In, or Sign Up to participate in the discussion.

Apply to VC Lab Cohort 20

Get full access to Decile Base and the Decile Hub venture platform for free by joining the VC Lab program.

Apply to VC Lab Cohort 20