# How to Invite Investors?

### Step 1: Navigate to the Deals Page

<figure><img src="/files/fbhfes4E3XIt22HaVquP" alt=""><figcaption></figcaption></figure>

To begin inviting investors, open the **Deals** section from the platform sidebar.

The Deals page displays all deals associated with your account. Each deal includes key information such as:

* Deal name
* Status
* Deal type
* Amount raised
* Number of investors
* Creation date

To manage investors for a specific deal, click on the deal name from the list.

### Step 2: Open the Deal Management Page

<figure><img src="/files/KMzht02bMu8bxQ3tvuuL" alt=""><figcaption></figcaption></figure>

After selecting a deal, you will be directed to the **Deal Management** interface.

This page provides an overview of the deal including:

* Total funds raised
* Fundraising goal
* Deal status
* Investor list

Within the deal page, select the **Manage** tab to access the investor management section.

The **Investors table** displays all investors associated with the deal and includes information such as:

* Investor name
* Status
* KYC verification status
* Email address
* Investor type (individual or entity)
* Subscription amount
* Capital wired
* Net investment amount
* Management fee percentage

This section allows fund managers to track the onboarding progress of each investor.

### Step 3: Click "Invite to Invest"

To send a new investor invitation, click the **Invite to Invest** button located on the deal page.

This action opens the **Invite Investor** window where you can compose the invitation email.

The invitation will include a secure onboarding link that directs the investor to the deal page where they can begin the investment process.

### Step 4: Enter Investor Email

<figure><img src="/files/94ShCVcWUuGnoGgdM7gZ" alt=""><figcaption></figcaption></figure>

In the invitation window, enter the **email address** of the investor in the **To** field.

This email address will receive the invitation to participate in the deal.

Once the invitation is sent, the investor will receive an email containing the onboarding link and instructions for completing their investment.


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