By Aidee1 author10 articles
Investment Progress checklistThis article covers the investment checklist and the actions that can be completed from it.
TransfersUnderstand the process for transferring investor holdings to another account.
Updating an Investor's Distribution PreferenceManagers can update a distribution preference on behalf of an investor.
Completing an Investment and Adding a Contribution
Adding A Document
Locating New PledgesThis article goes over where to locate new pledges from investors.
Updating a pledged amountThis article outlines the steps Managers should follow in order to change an investor's pledged amount.
Sending Subscription DocumentsThis article goes over how to send subscription documents to an investor.
Deleting a pledge (Documents have not been signed or sent)This article goes over how to delete a pledge.
Deleting an investment after subscription documents have been sent or signedThis article goes over how to delete an investment after the investor has received or signed subscription documents.