How do I manage investor access requests?

If you’ve chosen to restrict access to your opportunity’s data room, investors who want to learn more will submit an access request through Meridian. You can review, accept, and archive access requests from the Meridian tab of your Data Room home page. This helps you evaluate whether an investor is a good fit before granting access.

Once approved, the investor can view full details about your opportunity and decide whether to invest. If declined, they won’t see any additional information beyond what is public.

All approved investors are still subject to your standard review and diligence process before any investment is finalized.

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