Sidebar → Connections
What a connection controls
A Matchmaking connection records the relationship and can unlock contact or profile information according to the active product rules. It does not grant company-administrator access, cap-table access, or broader Eqdeal permissions.
Request a connection
- Confirm that you are acting from the intended company or investor profile.
- Review the target profile and the reason for connecting.
- Send one clear request and verify that its state becomes pending.
- Wait for the recipient’s response instead of creating duplicate requests.
Respond to a request
Review the requester and the context visible to your profile. Accept only when the relationship is appropriate; choose Decline when you do not want the connection. Confirm the resulting state in Connections after responding.
Connection states
- Pending — the other party has not completed its response.
- Approved — the relationship is active under the available Matchmaking access rules.
- Declined — the request was declined and should not be treated as active.
Keep permissions separate
If a connected investor needs company documents, reports, or cap-table access, grant that access through the specific company or investor workflow. A Matchmaking connection is not a substitute.