How to Invite Investors?
Step 1: Navigate to the Deals Page
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
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
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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