Investor setup fills in what it can from public sources, and you fill in the rest yourself. Here is what to do when a step comes back empty.
Complete the investor details
Make sure you are on the investor path. At seedforge.com/app, choose Investor when asked how you will use SeedForge. If you find yourself in startup setup, go back and change the account type to Investor.
Add the sources you have, or skip them. You can enter your LinkedIn profile and fund website, or choose Skip this step. The thesis upload accepts a PDF up to 50 MB and offers Skip for now.
Fill in anything that came back empty. If the website or LinkedIn lookup returns nothing, type the details in on the review screen. Enter Your name and Fund name. A Fund website, if you give one, must start with https://. Then set Description, Investment Areas and Investment Geographies to describe your focus.
Select Looks good, then check your Dashboard. It shows your saved fund details and the status of your investor persona, which is the profile used to match and analyze companies for you.
If your thesis or persona will not generate
We build your investor persona by verifying you against live public sources. When there is not enough about you in the public domain, that verification cannot complete on its own and we verify you by hand instead.
On the Dashboard, Building your investor persona means it is still running and Investor persona active means it is ready. A file name on its own does not mean processing finished. If you see Persona generation failed, open Investment Thesis and use the edit control to upload or replace the file and retry. That uploader accepts PDF, DOC, DOCX or TXT up to 50 MB.
If it still will not generate, email support@seedforge.com with the case that you are an investor, and include proof of your investing history: links to funding announcements, a portfolio page, your fund's entry on a public database, or anything else that shows past investments. We verify manually from that and activate your persona.
Quick answers
Do I need a website to finish setup?
No. Skip it during setup and leave it blank on the review screen. Personalized startup evaluation has its own website requirement, separate from this.
Will my uploaded thesis fill every field automatically?
Not always. Review the fields and type in whatever is missing, then check the Dashboard separately to see whether the persona is ready.
Which thesis file types can I use?
A PDF up to 50 MB during setup. On the Dashboard the uploader also takes DOC, DOCX and TXT at the same size limit.
Why would my persona need manual verification?
Because we check you against live public sources. If little about your investing is public, there is nothing for the check to find, so a person confirms it instead.
Deal Flow is empty. Did setup fail?
Not necessarily. Check your filters first, then your saved fund details and the persona status on the Dashboard. An empty result with filters applied is usually the filters.