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.
IMPORTANT: Before you can manually record a Commitment, you will need to:
1. Create a Contact and Account for the investor in the portal. This resource will step you through this process: Create a Contact and an Account (VIDEO)
2. Create an Opportunity under the Opportunity tab in the Capital Raise for the Investor. Please see this resource to guide you through 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. Navigate to the Commitments tab:
Step 3. Click the + New Commitment button on the right-hand side to enter the Commitment.
Step 4. Fill in the required fields and upload the documents if available:
Amount: Enter the Investors total Commitment Amount
Class: Class the Investor is Committing through
Contact: the contact associated with the investment
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 (not required)
Step 5. Make sure to 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.