Note: This article has been updated to reflect recent changes in the software. Please review the new information to stay up to date with the latest features and improvements.
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 'Capital Raises' and select the Capital Raise for which you would like to record a manual commitment:
Step 2. Select the investor we would like to add the commitment for from either the Overview or Opportunities tab.
Step 3. Click the + symbol from the right hand side to enter the commitment.
Step 4. 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 Investor's Account
Subscription Documents: Any E-Signature Documents specifically set up for this Class will appear as options to upload the signed Documents
Step 5. Make sure click Record Commitment to save.
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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