In the event that an investor backs out of investing or creates their investing account incorrectly, sponsors will need to delete their investing account from the portal. The two 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 or Commitment on File)
This first video shows you how to delete an Account (investing entity) that does not have an active Commitment or Position on file.
The video breaks down to delete their position and how to remove them from a project.
Deleting an Account (Commitment on File)
This second video shows you how to delete an Account (investing entity) that has a Commitment on file for a Capital Raise.
The video shows you how to go into the Opportunity within a Capital Raise and cancel any documents that are in process.