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Moxie

Moxie

The record

Company record
OrganizationInvestment profileProduct / ServiceFinancialsInvestment teamIntellectual propertyMarket validationEmployeesCap table

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Docs/Company record/Investment team

Investment team

Who will be in the room. Founders, operators, verification, exits, references, advisors, partnerships, and open roles. The raise-facing people page, not the employee roster.

What it is

Investment team is under Company. It is leadership for the raise: founder profile depth, core members, organization structure, staffing and capacity, advisory and board context, and the story an investor reads next to the numbers.

Verification, references, and open roles live here so a first meeting does not discover a blank leadership page. Partnerships that matter to the raise belong here too.

What you see

A record shell, like Organization. Stats across the top. Sections for leadership, structure, staffing, and governance. Edit writes to this listing. Public Profile is a separate share of the investment profile, not this whole page.

Organization

Your company

Document ChecklistEdit

Entity

Not set

Jurisdiction

Not set

People

0

Officers

0

Minute book

0 / 4

Annual return

Not set

Legal identity

Legal name, operating name, structure, and formation live on this listing. Edit writes back to the same record.

Privacy note

Registry keys and tax numbers stay on this listing. They are never shown to investors on Summary, Financials, or Team.

Record shell. Stats, main column, rail. Investment team uses the same pattern as Organization.

Three people pages

  • Investment team. Raise-facing leadership and partnerships. This page.
  • Employees. The roster. Equal person cards. Contact inside the card.
  • Account Team. Who can sign in to Narro. Invite from Account, not from here.

Employees

People on this listing

Add person

Founder

Same card size for every person. Contact fields expand inside the card.

Operator

Same card size for every person. Contact fields expand inside the card.

Advisor

Same card size for every person. Contact fields expand inside the card.

Employees is the roster grid. Keep names aligned with Investment team.

How you engage

  • Edit in place. Click a field. Saved writes to the listing.
  • Keep Organization in sync. People and officers counts should still match the names here.
  • Ask Moxie. What is still thin on the team story, or who is missing verification.
EmployeesThe roster. Same people, different job.Workspace teamAccess to Narro, not the company roster.
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What it isWhat you seeThree people pagesHow you engage