Manage Investment Requests
Funds listed as a current opportunity on Sensr Portal offer admins beneficial functionality for managing investment requests. A new notification appears as soon as an investment request is submitted. Investment Requests are visible on the related Funds Details Page: Requests tab. Here you will see the investment requests compiled from your own entries and requests made by contacts from the portal to invest in this opportunity.
NOTE: Any requests that may come externally from a public minisite will not be put into this list until you create a contact for this external request and assign them to an investor associated to the fund.
View, Edit, and Accept Investment Requests
After the investment request is submitted, you can View, Edit, or Accept the request.
View
Click View to see the details of the Investment Request.
Edit
Click Edit to open the form and modify the Investment Request as needed.
Accept
Investment requests should only be accepted once the investor has completed all of the requied actions and signed the required subscription documents.
Keep in mind when admin clicks Accept for an investment request, the investment amount will be added to the Financials tab and become an investment in the fund on the portal for the contact to see.
NOTE: Any unpublished financials uploads will appear on the Functions: Data page. Click the Upload ID hyperlink to go directly to the Data Wizard to publish the upload
Use the Requests table for CRM purposes
You can use this table to keep track of your investment requests and manually add investment requests on behalf of investors.
Additionally, you can remove any investment requests that are no longer current or applicable to this fund by clicking on View under the Manage column seen above then click Delete.
Investment Requests as Seen on the Portal
Contacts logged into the portal can navigate to the Investments tab to view a list of current opportunities and select a fund to invest in the opportunity. Below is a contact's point of view where they can request to invest in the opportunity on the related fund page.
Clicking the Invest in this opportunity button opens a popup form for the contact to complete, as seen below. Once the investment request is submitted, a popup appears stating: In the next steps, please verify and update your personal details, sign the deal documents for Penguin Capital II and complete all required actions. Clicking Proceed will bring the contact through a series of action steps to complete the forms and supply the required information.
Once the investment request is submitted and/or approved in the Investor Portal, the contact will be able to view and monitor their investment request as indicated in the image below.
