What are the actions that my investee needs to take? | 2X Self- Assessment

The Investee Completes Their 2X Self-Assessment

When an investor opts for Option 1 to qualify a deal by using the "Submit one deal for qualification" option. The investee will receive an automated email with a link to the 2X Criteria Self-Assessment aligned with the 2X Criteria minimum requirements.

Under this context, the steps for the investee, are as follows:

  • 1️⃣ Users must create a free Equilo login and user ID that is used to access the platform each time they log in.
  • 2️⃣ The investee will submit their self-assessment, which will be automatically linked to the Deal Qualification submitted by the investor.
  • 3️⃣ The 2X Deal Information submitted by the Investor and 2X Self-Assessment submitted by the investee are combined to create a deal record for 2X Global review and entry into the 2X Challenge Deals Directory. 

💡Pro Tip: Save time on data reporting and collections, improve data integrity and accuracy, and transparency by using this option.