Add multiple investors to a market sounding

Add multiple investors to a market sounding

Add multiple investors to a market sounding using the new group functionality. Create personal or shared groups of investors based on sectors or other categories and add them in bulk to a market sounding project. Learn how to create groups here. 

1. Click the tab "Add new recipient".

Select any existing group(s) of investors/recipients or use the click the link "Create/manage groups" to create new groups. You may also add investors/recipients using the search option "Start typing to add recipients/groups" or import investor contacts from Excel.



2. Select investors/recipients 

If using the search option "Start typing to add recipients/groups", please note that contacts tagged as investors are displayed at the top of the list under the group "Investors". You can edit groups and change tagging through group settings.



3. Ensure the information displayed is correct > click "Add X recipient(s)"





Tip 1 - Manage tagging


- By clicking the magnifying glas to add more investors you can see which group each existing investor is tagged to. Management of the tagging and group members are done through menu option Insiders > contact groups.



Tip 2 - Order of appearance


You can set the order of appearance for groups when clicking the magnifying glas to ensure the most relevant investors are at the top. You can also set the default groups any new investors should be added to. To manage your market sounding settings, click the gear icon > Organizational settings > Market sounding settings


    • Related Articles

    • Manage a Market Sounding

      When you are sounding investors on a potential transaction to gauge interest, volume and pricing there is a specific process which must be followed in order to gain a safe harbor for sharing inside information with investors. The following guide will ...

    • Add attachments to wall cross request/market sounding

      When creating a wall cross request/market sounding, you have the option to add attachments. See below for instructions: 1. Create your wall cross request/market sounding and proceed to the 3rd step "Wall crossing request". Expand the Wall cross ...

    • Edit a Market Sounding

      If you need to change information related to an existing market sounding you need to follow certain procedures. In Logwise, you have guided workflows for the following scenarios: 1. Update estimated time of disclosure 2. Update transaction ...

    • Send email notification to Market Sounding Recipients

      You may send customized messages to Market Sounding Recipients once they have been added. Click on the three-dot menu at the top right corner of the market sounding project and select "Email recipients". Select recipients based on their replies or on ...

    • How to update market sounding timestamps for wall-cross requests, cleanse messages etc.

      There is an option for market sounding administrators to update timestamps related to a specific market sounding project. 1. Click on the icon "view communication history" to the right of each investor/market sounding recipient. 2. Click the 3-dots ...