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How to manually add investors

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Add an investor to a deal

  1. Click on the Deal you want to add the investor to.
  2. Navigate to the Fundraising tab.
  3. Click on the blue Add Investor button.
  4. Add in the information about the investor.
  5. Once the investor is added, they will be part of the allocation management.
  6. Click on the Investors Entry to add any missing information about the investor.
  7. If the contact info is missing, the investor can add this in the Investor Portal Settings.
  8. If the investor is new, the investor must join your platform in the Investor Portal Settings. An email will be sent out.
  9. When the investor is successfully added, they will be able to view their allocation in their Portfolio.