Keeping investors in the loop

Share link or viewer access?

	Share link	Viewer role
Needs an account	No	Yes
Sees	A summary page	The whole dashboard, read only
Best for	Investors, lenders, a board	Partners who check in often
Ends	On expiry, or when you turn it off	When you remove them

Make a share link

The page shows the balance, how much was put in and spent, runway, each account's drawdown, this month's spending by category and recent activity. It updates live, counts its views, and is never indexed by search engines.

Open Settings, then Share links, and choose New link. Owners and admins can.
Name it after who it is for, so you can tell links apart.
Pick the accounts to show, or none for all of them.
Decide whether to show who was paid and the descriptions, or amounts only.
Choose how long it works: 30 days up to a year.
Copy the link. It is shown once.

Make one link per investor

Then you can turn one off without affecting the others, and see who actually looks.

Your colour and logo

In Business settings, add your colour (like #1A7F37) and the web address of your logo (https only). Share pages and emails then use them in place of the Neuctra look.