Add the Client's Legal Documents to the Business Profile

Share Legal Information with Stakeholders

This release makes it possible for advisors and client companies to upload legal documents to GrowthWheel Online and include them in the Business Profile. 

You can already add legal information like company registration number, founding date, and legal entity, in the Business Profile.

However, you might also need to communicate additional legal information to stakeholders like banks, investors, or advisors.

Legal documents can be anything from by-laws and shareholder agreements to permits and certificates, and anything else you need to share.

This release enables you to upload the legal documents and print the company's entire Business Profile as a visual PDF report. Lenders and other stakeholders will be very impressed! 

Also, we’re introducing a brand new feature called "visibility button." It allows you to decide which documents should be visible on the printed Business Profile.

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#1 Upload legal documents

You can upload legal documents like by-laws, shareholder agreements, permits, and certificates. 

Choose a type of document, add title and description, and upload the document. 

#2 Select which documents should be visible

You can decide which documents should be visible when the Business Profile gets printed as a PDF report. 

Turn visibility on or off by clicking on the icon. 

#3 Print a visual PDF report

You can upload the legal documents, select visibility, and print the entire Business Profile as a visual PDF report that you can present to stakeholders. 

Add Partners to the Business Profile

New Partner Page in the Business Profile: 
Let clients show they don't work alone

We continue to improve the Business Profile on GrowthWheel Online and with this monthly release you can now add a list of your client companies' partners and see them on a new page in the PDF.

Showing who the client is working with is another great piece of information that is useful for banks, lenders, investors, and also yourself as you are helping the business grow.

Under the new submenu "Partners" you — or your clients themselves — can add four different kinds of partners:

• Professional Service Providers

• Supplier / Service Providers

• Channel Partners

• Technology Providers

Of course we have made a list of the type of partners the clients might have in each category, so it's very easy to add, and be inspired for adding more.

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In details:
See all your client companies' partners in the Business profile

#1 Adding partners

Add partners and indicate all the necessary information such as description, logo and partnership start/end date.

The partner types can be used as inspiration for your clients to list their partners.

 

#2 The Business Profile

In the Business Profile you can see an overview of all your client's partners.

Both you and your client can add the information and the page can be printed individually or together with the rest of the profile.