Spring

Håkon Øverby

Milad Mirshahi

How to manage your allocations, and perform actions such as: refund, OTC, pool change and request info from your investors to have a single source of truth.

Allocation Management

Learn how to import deals to Spring! We support Excel, CSV, and .tsv file types. No limit on deals to import.

How to import past deals into Spring

It is easy to export the allocation management as a spreadsheet for any deal you have created on Spring.

How to export a spreadsheet of your allocation management

Import & Export

With Spring, you can choose to refund a single investor or do a bulk refund to a group of investors.

How to do refunds on the Spring platform

Refunds

Learn how to use Spring's allocation management features.

How to manage investors inside a deal

What is an account wallet?

Learn how to set up predefined tiers inside your platform.

How to set up tiers on your platform

Allocations in the investor portal are displayed based on account wallets. By logging in to the correct account, you'll see your allocation.

An investor is unable to view an allocation in their investor portal. How should I proceed?

If investors have contributed outside of Spring, this guide will show you how to add the investors to your allocation management.

How to manually add an investor to a deal

In the scenario that a wallet has been compromised, it is paramount that you move the investor's allocations to a new account.

An investor's wallet has been hacked. What should I do?

Investor Management

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