In each Project, an admin can view the “Ownership” percentage for each investor’s Position in that Project. This is the investor’s percentage of ownership of the entire Project.
NOTE: This “Ownership” percentage is available in the Admin view only. Investors do not see this Ownership percentage.
NOTE: Each investor's ownership percentage within their respective Class is automatically calculated based on the total amount of funds within the class compared to their contributing amount. The class ownership is related to the percentage of the total project that each class owns.
To allow the Project to calculate the Ownership Percentage for an investor’s Position, follow the steps below:
Video Walkthrough:
Step by Step Instructions:
Step 1. Navigate to the Project.
Step 2. Select the "Classes" tab.
Step 3. Click on "% Ownership Percentages" on the top right side of the page.
Step 4. On the Equity Ownership Percentages pop-up, enter the percentages for each Class.
NOTE: When setting and saving the class ownership percentages, the percentages must total to an even 100% or the system will give an error.
Step 5. Click "Save Changes".
The Ownership Percentages have been set for that project!