Assign Investors to a Fund

Investors can be assigned to an Active Fund on a one-off basis as well as add investors in bulk using this workflow.

How to Manually Assign Investors to a Fund

1. Navigate to the Investor page, select the desired investor.
2. On the Investor Details Page: Overview tab, click on the Edit button.
3. Scroll to the Fund section and click on +Add Fund to add the investor to the fund. If the investor has been assigned to other funds already, they will appear on the table.
4. In +Add Fund page, select the fund from the dropdown menu which contains all funds to which the investor has not been assigned.
5. Click Add.
6. Then, click Update Investor.

Invite New Investors Who Don't Already Have an Account in Sensr Portal

If you must create a new contact to add them as an investor to your active property, you will need to invite them to Sensr Portal for them to view their investment information. 

1. Begin by clicking on the investor's profile in the Financials table. For example, let's say we need to invite Bernie Ross Jr. (primary contact of B ROSS INC. investor).

   

2. After clicking on B ROSS INC, you will see their investor profile on the Overview tab. Click the name of the related contact listed.

   

3. In the upper right, click on the option to Reset Password. 

4. From the menu, select Send a reset password email - this will send an email out to the email address associated with Bernie's contact profile, where they will be asked to set their password and sign into your investor software to see their investments.