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 Add Investors to a Fund

  1. Navigate to the related fund in question.
  2. Click on the Financials tab.
  3. +Add button located above the table on the right.
  4. Select the investor you would like to add from the drop-down list of users on the software.     
    1. If your investor does not have a profile in Sensr Portal, select Create new contact to complete the required fields.
  5. Enter the investment details for this investment, including the dollar amount, ownership percentage, and investor used.  A drop-down menu of previous investors used is available.
    1. If you need to make any changes to the entity name, select Edit Investor to make your modifications. If the entity you wish to use is not listed, select Create new Investor.
  6. Enter any additional information and notes about this investment.
  7. Click Save & Close to save this investment to the property.

NOTE: You can add multiple investments for the same investor who used multiple entities to invest in the same property.  Simply add another investment with the same user and the new/different entity used for the subsequent investment.  This user will be able to access a summary of all investments across all entities for this property.  

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

If you have to create a new contact in order 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).

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

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

  1. 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. 

NOTE: The reset password email expires in 5 days.

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