Investor Details Page: Overview Tab

The Investor Details page allows admins to access centralized information related to the investor and perform various functions. The first tab is the Overview tab which provides the investor details and related funds and contacts. Here admins can perform various functions including editing, deleting, merging with other investors, and viewing and modifying tax and bank information. Navigate between the available tabs to view the options.

Edit Investor Details

Use the Edit button to open all edit options. This includes the ability to click +Add Fund to open a single select dropdown menu with search featuring all the funds the investor isn’t already associated with.  Once a fund is selected it will be assigned to the investor with ZERO commitment. Click +Add Contact to assign a contact to the investor. Be sure to click Save at the bottom of the page once all modifications are complete.