Welcome to Your New Business Admin Tools Powerhouse
If you’ve ever felt buried under spreadsheets, endless email threads and half-finished tasks, you’re in the right place. The Oriel IPO Admin Dashboard is your one-stop shop for managing investor connections, tracking compliance and showcasing high-potential startups. It’s all here, neatly organised, so you can focus on what matters: building great relationships and growing the UK startup ecosystem.
In this guide, you’ll learn how to set up your user profile, configure each module and get the most from these business admin tools. Follow our clear, step-by-step walkthrough and you’ll be up and running in no time. Ready to streamline your workflow? Discover business admin tools revolutionising investment opportunities in the UK
Getting Started: Accessing the Dashboard
Before diving in, let’s cover the basics. You’ll need:
- A modern browser (Chrome, Edge or Firefox).
- An active Oriel IPO subscription and login credentials.
- A clear idea of your role—whether you’re a founder, investor or adviser.
Once you have those, head to the Oriel IPO Hub login page and enter your details. If you’ve forgotten your password, click “Forgot password” for a reset link. The dashboard welcomes you with a clean home screen, featuring quick links to investor pipelines, compliance status and startup listings.
User Roles and Permissions
Oriel IPO supports role-based access. Decide who in your team needs:
– Full control (Admins).
– Read-only views (Viewers).
– Compliance updates (Compliance Officers).
Admins can invite new users, assign roles and configure what each user sees. It’s all in the Settings tab, under User Management. Just click “Add User” and enter their email. They’ll receive an invite with step-by-step instructions.
Dashboard Overview
The main menu sits on the left. You’ll find:
- Home: Your personal snapshot.
- Investors: Track all connections and communications.
- Compliance: Monitor SEIS/EIS approvals and deadlines.
- Startups: Curate and manage listings.
- Reports: Export data for accountants or board meetings.
Each section loads instantly, thanks to a sleek, modern interface. No more waiting for pages to load. It’s that responsive.
Investor Management Module
Here you can:
- Send new investor invites.
- View the status of pending connections.
- Tag investors by sector or funding interest.
Tip: Use tags like “Tech”, “Health” or “Green” to filter your list instantly. You can also bulk-message specific groups—ideal for sharing updates or new pitch decks.
Compliance Tracking
SEIS and EIS schemes have strict criteria and deadlines. In Compliance you’ll see:
- A checklist for each startup’s eligibility.
- Submission status for HMRC forms.
- Reminders two weeks before critical dates.
This view cuts out manual spreadsheet checks. Everything you need is on-screen.
Startup Listings
Want to showcase your portfolio? The Startups tab lets you:
- Add new listings with just a few clicks.
- Attach pitch decks, videos and financial projections.
- Choose public or private visibility.
Then share a listing link with potential investors or advisers. It’s simple.
Step 1: Setting Up Your Profile
Your profile page is more than just your name and photo. It determines:
- Notification preferences (email, in-dashboard alerts).
- Time zone and language.
- Default view when you log in.
Head to Settings > Profile. Update your avatar, add a bio and set your notification cadence. Want fewer emails? Tick “Digest mode” to receive a weekly summary instead of real-time pings.
Step 2: Managing Investor Connections
Connecting with the right investors can feel like finding a needle in a haystack. The dashboard makes it painless:
- Go to Investors > Invite Investor.
- Enter name, email and select relevant tags.
- Hit Send Invite—they get an email with your branding.
Once they accept, they appear in your pipeline under Active Investors. Filter by tag, sector or investment stage to focus on the hottest leads. And if you need to nudge someone, click the “Remind” button next to their status.
Need to bring more people on board? Raise startup investment to find angel investors eager to back UK ventures.
Step 3: Ensuring Compliance
Compliance can be daunting. The good news is you don’t need a wall of legal text. Oriel IPO breaks it down:
- Each startup has an eligibility score.
- You see exactly which SEIS/EIS criteria are met.
- Incomplete items are highlighted in red.
When you tick off all requirements, you can download the HMRC submission pack with one click. No more toggling between Word docs and Excel sheets.
Curious about the finer points of SEIS? Learn about SEIS. Want to compare EIS benefits? Learn about EIS.
Wondering where to start with your admin workflow? See our business admin tools revolutionising investment opportunities in the UK
Step 4: Curating Startup Listings
Once compliance is sorted, it’s time to shine a spotlight on promising startups:
- Click Add Listing.
- Fill in company name, sector, stage and funding amount.
- Upload a pitch deck and any supporting docs.
Your listing goes live instantly if set to public. If you prefer a private preview, share a secret link. Interested investors can dive in, ask questions in the comments and even request one-to-one calls.
Looking to grow the ecosystem? Discover startup opportunities or if you’re a service provider, Partner with Oriel IPO to reach ambitious founders.
Tips for Power Users
Bulk Actions and Automation
Got dozens of startups or hundreds of investors? Use bulk actions:
- Select multiple entries.
- Apply tags in one go.
- Send summary emails automatically.
You can even schedule recurring reports. For example, export your compliance dashboard every month and share it with your finance team.
Integrations and Webhooks
Connect external tools through webhooks:
- Slack notifications for new investors.
- Zapier automations to update your CRM.
- Google Sheets exports for custom dashboards.
Everything hooks in smoothly. No developer required.
Need instant access anywhere? Access the Oriel IPO Hub and manage things on the move.
Common Troubleshooting
If something doesn’t look right:
- Refresh your browser (Ctrl+R).
- Clear your cache under Settings > Browser Data.
- Check your role—some features hide for Viewers.
Still stuck? Visit the Help centre or drop a line to support. And if you’re an accountant advising clients, Support your investor clients with tailored compliance insights.
Best Practices and Recommendations
- Review your dashboard weekly. A quick glance stops issues before they grow.
- Use tags liberally. They are your best friend when filtering lists.
- Keep pitch decks short and sharp—no one reads endless slides.
- Archive old listings to keep your view clutter-free.
Adopt these habits and you’ll turn a powerful dashboard into an indispensable partner.
You’re now set to make the most of your Oriel IPO Admin Dashboard. Ready to dive in and see the difference? Start exploring our business admin tools that revolutionise investment opportunities in the UK
