On occasion, you may have investors who choose to invest in your Project outside of the Investor Portal and perhaps may send you signed Subscription Documents by email or some other means. In this instance, you can manually record the investor's Commitment. The following steps outline how to do this.
DISCLAIMER: Before proceeding, you'll need to create an Opportunity page for the Investor. This is easy and quick to do! Please see this page for a guide on how to achieve this step.
Step-by-Step Instructions:
Step 1) Navigate to 'Fundraising' and select the investment Opportunity for which you would like to record a manual commitment:
Step 2) In the right-hand column, select the 'plus' icon under the 'Commitments' section. Then click the 'Manually Record Commitment' button that appears. A pop-up menu will then appear:
Step 3) Fill in the required fields and upload the required documents:
Amount: Enter the Investors total Commitment Amount
Class: Class the Investor is Committing through
Choose an Account: A drop-down menu of all Investor Accounts currently in your Portal will appear. Select the respective Investors Account
Subscription Documents: This section is dynamic. Any E-Signature Documents specifically set up for this Class will appear as options to upload the signed Documents.
NOTE: If you do not see an Account to select from in the 'Choose an Account' section, you will first need to create the Account for this investor. Refer to this article for a step-by-step walkthrough on how to do this.
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