After an investor creates a pledge, you will receive a notification via email. You can find the pledge in the investment section of your dashboard. From there, use the investment progress checklist to determine what other steps need to be taken by either you or the investor. Most items can be completed directly from the same screen, such as manually verifying accreditation and identity.
Additionally, you can view all investments by clicking on the "Investments" section of your admin portal. From there, you will be able to quickly check the status of each investment.
Why can’t I locate a pledge after receiving a notification of a new pledge?
If you are unable to locate an investors pledge after receiving a notification of a new pledge, the investor may have deleted it. You can confirm by searching the investments section of your dashboard. Newer items are towards the top of the list. Additionally, you can review the account section to view the investors investment accounts to see if the pledge is there or reach out to our support team for further assistance.