Overview
Your Meetings page includes all meeting requests related to Events, Roadshows, and Platform meetings. Invitations are displayed in a table with key details, including Company, Sender, Primary Strategy, Meeting Type, and Status.
The page is divided into three tabs:
Confirmed Meetings – View and manage all your upcoming confirmed meetings.
Invites Received – See all incoming meeting requests and RSVP to pending ones.
Invites Sent – Track all meeting invitations you’ve sent to others.
All tabs allow you to filter and sort meetings by status, meeting type, primary strategy, and date received.
For high-volume events, you can also use bulk actions to accept, decline, or mark multiple meeting requests at once to save time and streamline your workflow.
Managing Meeting Invites for Events
When reviewing a meeting for an event, clicking on specific request expands a side drawer with full meeting details. Inside, you’ll find:
Organizer Message – A note sent by the person requesting the meeting.
Meeting Details – Key information about the meeting, including:
Location
Participants
Funds Overview – When the meeting is with a Fund Manager, you can view all funds they are bringing to the event:
Overview Tab – View key details such as AUM, inception date, and performance.
Documents Tab – Download fund-related documents directly from their profile:
From the side drawer you can:
Quickly navigate between event meeting requests using the navigation arrows located at the top of the drawer
At the top of the drawer, you can send a message to all meeting participants.
This helps streamline communication and ensures everyone is aligned before the event begins.
Tip: Use this feature to share last-minute updates or important instructions with all attendees at once.
Accepting a Meeting Request for Events
To accept a Meeting Request for Events:
Select the meeting invite from the table.
In the side drawer, click Accept
Add an optional note. Include a brief message or comment for the meeting organizer, if needed.
Select a date and time Choose your preferred time slot for the meeting.
Please Note:If you’re attending an event that has meeting optimization, a note will be displayed informing you of when a date/time of the meeting will be assigned.
If there’s no mutually available times, you’ll have the option to make updates to your availability, send a message to the organizer, or decline the meeting.
Select the funds you'd like to discuss in the meeting (if the organizer is a fund manager)
Use the business card toggle to choose whether to share your contact information with the organizer.
Click Send. After submitting, the organizer will be notified that you’ve accepted the meeting.
Declining a Meeting Request for Events
To decline a meeting request:
Select the meeting from the table.
In the side drawer, add an optional note
Then, click the Decline button and choose how to decline:
Only Decline – Declines the meeting request and notifies the organizer.
Decline and Add to My Lists – Declines the meeting and notifies the organizer. However, it will prompt you to save the fund to one of your lists for easy tracking and future follow-up.
Marking a Meeting Invite as “Maybe” for Events
The Maybe option lets you save meeting requests to review later without notifying the organizer. It helps you stay organized by marking opportunities you'd like to revisit and evaluate at a later time.
Marking a meeting as Maybe does not notify the organizer. The invitation will still appear as Pending until you accept or decline.
To mark a meeting invite as maybe:
Select the meeting invite from the table.
In the side drawer, click Maybe to mark the meeting for later review.
Alternatively, click the dropdown arrow next to Maybe to choose from the following options:
Mark as Maybe only – Save the invite for later without notifying the organizer.
Mark as Maybe and Ask for Details – Request more information before making a decision.
If you choose Ask for Details, a message field will appear where you can write directly to the organizer. They’ll receive a notification and can respond within the meeting thread, keeping all related communication in one place.
Managing Meeting Invites for Roadshows:
To View a Roadshow Meeting Invite from My Meetings Tab:
A roadshow meeting invite will have the Roadshow tag in the meeting type column.
To view a roadshow invite, select the meeting from the table and click on View More details.
You'll be redirected to My Roadshow Meetings to view the meeting details or to accept or decline the request if needed.
Please refer to: Managing your Roadshow Meetings to learn more about the My Roadshow tab.