Passport to Investment is a new programme hosted by Crowdfunder which allows investors to review information about an organisation and its investment needs in an easily digestible format.
Once you're logged in to your Crowdfunder account, you'll be able to view projects that have completed their Financial Passport on the social investors Passport to Investment page. Click on the projects to review their project information and if you want to know more about the organisation, you'll need to ask them to share their Financial Passport with you.
Steps to contact a project and view their Financial Passport
1. Select a project:
Go to the social investors page where you will find all the live and closed projects which have completed a Financial Passport
You will be able to search by location and via a map view.
Click on the project to view the project details.
2. Contact the project:
Click on the "Contact project" tab on the project page. If you're not already logged in, you'll be prompted to log in or create an account.
3. Submit a request:
Select the subject "I would like to view your Passport to Investment."
Enter a message to the project owner. We suggest including:
Details about yourself or your organisation with a link to your website.
What interests you about their project or organisation
Any additional contact details - the project owner will receive the name and email address linked to your Crowdfunder profile.
4. Send the request:
Click "Send." The project owner will receive your request via email and can choose to respond, including their Financial Passport for you review.
5. Evaluate the opportunity:
Review the Financial Passport and decide if you both want to proceed with working together.