Setting Up Your Workspace with OnePass Bridge

Creating your organization’s workspace on OnePass Bridge is the first step toward seamless, secure, and efficient startup-investor interactions. With a dedicated workspace, your organization can manage connections, track investment opportunities, and securely share information—all within one unified platform.

This guide outlines how to set up your workspace and provides practical tips to help your organization quickly get started and leverage the full potential of OnePass Bridge.

Step 1: Create Your Organization Workspace

To get started, you’ll first need to register your organization on the OnePass platform:

1. Sign Up or Log In:
   Visit the OnePass sign-up page  and create an account. If you already have an account, simply log in.

2. Create Your Organization Profile:
   After logging in, navigate to the Organization Setup section:

   • Click “Create Organization.”
   • Enter your organization’s name, industry, location, and other requested details.
   • Provide a brief and compelling description of your company, highlighting your key business activities or investment focus.

3. Verify Your Organization:
   OnePass Bridge ensures trust and security through verification:

   • Submit documentation required for the verification process (such as business registration certificates or legal documents).
   • You may be asked to verify your identity or credentials using OnePass Credentials.
   • Once submitted, your organization will undergo a quick review process. Typically, approvals occur promptly, allowing you to start using your workspace without delay.

Step 2: Customize Your Workspace

After your organization is verified, customize your workspace to reflect your organization’s identity and preferences:

• Branding: Upload your company logo and images that represent your brand clearly.
• Team Management: Invite team members by entering their email addresses. Assign appropriate roles (Admin, Manager, Member, etc.) to streamline internal collaboration.
• Workspace Preferences: Configure notification settings, access permissions, and preferred language or region-specific options.

Step 3: Populate Your Workspace with Relevant Information

To fully utilize your workspace, ensure you add relevant documents and materials that will facilitate productive interactions with startups or investors:

• Data Room Creation: Create secure DataRooms to store and share confidential investment documents, pitch decks, financial statements, and legal agreements securely.
• Deal Flow Management: Use the Pipeline functionality to manage and track deal flows, stages, and progress efficiently.
• Credential Management: Leverage verifiable credentials provided by OnePass to authenticate your organization’s identity, qualifications, or investment readiness, increasing transparency and trust.

Step 4: Connect and Engage through OnePass Bridge

With your workspace ready, you can now leverage OnePass Bridge for matchmaking:

• Discover Startups/Investors: Explore verified startups or investors that align with your organization’s interests and investment criteria.
• Initiate Secure Interactions: Engage directly through the platform, confident that every interaction is secure and transparent due to decentralized trust and verifiable credential technology.
• Track Interactions and Progress: Easily monitor and manage your interactions, ensuring no opportunities are missed.

Tips to Get Started Efficiently

• Complete your organization profile thoroughly: A detailed, professional profile attracts better matches and builds trust quickly.
• Regularly update your DataRooms: Regular updates and accurate documentation increase investor confidence and facilitate investment discussions.
• Engage actively: Actively reach out, respond promptly, and stay engaged with your matches to create meaningful relationships.

By following these simple steps, your organization’s OnePass Bridge workspace will be up and running quickly, empowering your team with secure, transparent, and efficient investor-startup matchmaking experiences.

Ready to transform how your organization connects with investors or startups? Create your workspace today and unlock the full potential of OnePass Bridge.