How to add an Investor

Overview

As an internal user, you have the capability to seamlessly add new investors to the platform. This can be accomplished through individual additions or by uploading multiple investors in bulk. 

This article provides guidance on:

- Accessing the screen to add investor(s).

- Adding a single investor to the platform.

- Bulk uploading investors onto the platform.

How to access the screen to add investor(s):

Begin by locating the circular plus icon situated at the top right corner of the navigation bar.

Select Add Investor from the button's drop down list.

You will then be directed to a page where you can add either a single investor or multiple investors via bulk upload.

How to add a singular investor:

After reaching the page to add an investor, input their email address, title, first name, surname, and specify whether they are a firm or an individual. 

There are also optional fields available for additional information.

Upon completion of the required fields, click on the add button located at the bottom right corner of the screen. This action will trigger an invitation to be sent out to the investor.

Within the next 15 minutes, the investor will receive an email prompting them to fill out the registration form, which will guide them through the subsequent steps.

How to bulk upload investors

At the top of the screen, you'll see a box that asks if you have a pre-built list of investors. Click on the Bulk Upload button in this box to expand it.

After expanding the box, click on the Bulk Upload Template text. This will download a Bulk Upload Template file to your computer.

The Bulk Upload Template contains all the fields on the Investor invite form, arranged into columns. 

There's an "auto_send" column to specify whether invites are to be sent automatically. Enter "Yes" (with a capital letter) to send invites or "No" (with a capital letter) to not send an invitation.

Once you've filled out the necessary details in the Excel bulk upload template, save the file. 

Then, either click or drag the document into the designated upload box. The system will process your template. 

While it usually notifies you upon successful processing, it's wise to double-check the investors' details before attempting a second upload.