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Inviting Investors & Sharing Properties

Getting an investor into Tatemono IQ takes one of two paths: invite them to your team directly, or share a specific property with them and let the property do the selling. Both end the same way — the investor joins your team with the Investor role — but they start from very different moments in your relationship.

Inviting investors requires the invite-investor permission — by default that's team Owners and Agents (see Teams & Roles).

Two Ways to Bring an Investor In

  • Team invitation — you already know the person and their email. Invite them from Team Settings; they get access to your team's whole published library.
  • Property share link — you want to show one specific property, perhaps to someone who has never used Tatemono IQ. The Share command creates a secure, email-locked link to that property; when the recipient registers through it, they join your team as an investor.

Inviting by Email from Team Settings

  1. Open Teams → Team Settings.
  2. In the Team Members section, click + Invite Member.
  3. Enter the email address and choose the role — Agent, Staff, or Investor. (Assigning the Investor role requires the invite-investor permission — Owners and Agents by default. Staff can invite new agents and staff, but not investors.)
  4. Click Send Invitation.

When you pick the Investor role, a confirmation dialog reminds you that the assignment is permanent: an investor can never later become an agent or staff member, and they'll receive their own personal team. This is expected — confirm and send.

The invitee receives an email with a join link. If they already use Tatemono IQ, they'll also see the invitation inside the app — a notification badge and a Pending Invitations entry in the Teams menu — where they can accept or decline. New users register through the link; new investors automatically get their own personal team alongside their membership in yours.

Browsing the Investor Directory

Availability: This surface appears when the Investor Invitations feature is enabled for your team (Teams → Beta Features).

If you don't yet know which investors to approach, Team Settings → Invite Investors opens a directory of investor profiles. Profiles are anonymous — shown as "Investor #12" with their investment preferences, never their contact details — until an investor accepts your invitation.

  1. Filter by budget range, risk tolerance, investment timeline, or management preference.
  2. Select the investors that fit your properties.
  3. Click Send Invitations.

Investors who accept appear in your Team Members list with the Investor role, and only then is contact information shared.

Sharing a Property from the Property Menu

The Share command appears on the property menu for published properties (drafts can't be shared).

  1. Open the property and choose Share (also available from the property card menu on the Properties page).
  2. Enter the recipient's email address — the link will only work for that address.
  3. Optionally add a Personal Note (up to 500 characters). The recipient sees it when they open the link.
  4. Click Generate Share Link, then Copy — and send the link through email or any channel you like.

Three properties of the link worth knowing:

  • Email-locked. The recipient must verify the exact email address you entered. A forwarded link is useless to anyone else.
  • Time-limited. Links expire after 30 days.
  • Single-use for joining. Once the recipient redeems it and joins your team, the link's job is done — from then on they sign in normally.

What the Recipient Experiences

The recipient opens the link and is asked to verify their email address. Once verified, they see a clean, read-only property page: photos and floor plans, the key figures, broker information, your personal note — with a language selector and a PDF export button. No account is needed to view it.

From there, the path depends on who they are:

  • New to Tatemono IQ — a short registration form (name and password). On completion they join your team as an Investor, get their own personal team, and land directly on the property inside the app.
  • Existing user — they sign in, and joining your team happens automatically.

Either way they receive a welcome email confirming they've joined your team.

The shared page shows what a prospect needs: the address line, asking price, expected yield, building details, photos and floor plans, and broker contact information — localized to the viewer's language.

It deliberately withholds your internal material: notes, financial analysis, cost basis, cap rate, and NOI never appear, and neither do map coordinates or fine-grained address components. What you write in the Personal Note field is the only commentary the recipient sees.

Managing Pending Invitations

Team Settings lists every outstanding invitation with its role and date. From there you can:

  • Resend an invitation that got lost — available once per hour per invitation.
  • Cancel an invitation to invalidate its link.

The Teams menu badge counts invitations awaiting your response across all your teams.

Controlling Address Visibility

Sharing a property is separate from revealing its exact location. If a property's address is hidden, investors see an area-level location rather than the precise spot — both in the team workspace and on maps. When a particular investor relationship warrants it, grant an exception in Team Settings with "Show full address to this investor" next to their name. See Teams & Roles for the full visibility model.

Next Steps

← Teams & Roles