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How the different allocation management features work

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How can you use the different allocation management features?

  1. Overview — Quickly view and update the receiving wallet for investors. Additionally, you can track all events related to the specific wallet and deal
  2. Transfer — Easily transfer an allocation to a new wallet. If an investor’s wallet has been compromised or hacked, it is imperative that you move all the investor’s allocations to a new account
  3. Adjust allocation — Adjust the wallet allocation. You can add and subtract allocations from the investor’s wallet.
  4. Change pool — Enables you to move an investor to a different pool. This is useful if you prefer to place the investor in a pool other than the one they originally contributed to.
  5. Form info — View the questions and consents provided by investors when they invested in the deal.