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How to Delete an Account (Videos)

The following will show you how to delete an Account (Investing Entity) that you want to remove from your portal

Brad St. Onge avatar
Written by Brad St. Onge
Updated over 2 months ago

In the event where an investor backs out of the project or creates a position into the incorrect project. You as the sponsor will need to delete their position or the investing account they create by mistake. The two videos videos below highlight how to navigate these two scenarios.

If an Account has an active position within a Project, the system will not allow you to delete that from the portal to avoid any impact on the cap table of any project.


Deleting an Account (No Position in a Project)

This first video shows you how to delete an Account (investing entity) that does not have an active position within a Project and is not in the process of executing documents for a past or new Capital Raise/Fundraise.

The video breaks down to delete their position and how to remove them from a project.


Deleting an Account (Active Paperwork)

This second video shows you how to delete an Account (investing entity) that has either started paperwork for a current or past Capital Raise.

The video shows you how to go into the Opportunity within a Capital Raise and cancel any documents that are in process.


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