There are multiple ways to add investors to your allocation management in a deal. In this article, we will cover how to add a single investor using a TX Hash to the allocation management in a deal.
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If you want to add an investor or stakeholder without a transaction hash, or if you want to add multiple investors at once, you can check out this article about imports.
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πββοΈ How To Add An Investor Manually [Basic Guide]
1οΈβ£ Click on the Deal you want to add the investor to.
β2οΈβ£ Navigate to the Fundraising tab.
β3οΈβ£ Click on the blue Add Investor button.
β4οΈβ£ Add the investor's EVM Receiving Address, the Pool, and the TX Hash.
5οΈβ£ Once the investor is added, they will be part of the allocation management.
6οΈβ£ Click on the Investors Entry to add any missing information about the investor.
7οΈβ£ If the contact info is missing, the investor can add this in the Investor Portal Settings.
8οΈβ£ If the investor is new, the investor must join your platform in the Investor Portal Settings.
πββοΈ How To Add An Investor Manually [Advanced Guide]
Step 1: Click on the Deal you want to add the investor to.
Step 2: Navigate to the Fundraising tab.
Step 3: Click on the blue Add Investor button.
Step 4: Choose what EVM address you want the allocation to belong to, which pool you want the investor to be part of, and the transaction hash. Click Save.
Step 5: Once the investor is added, they will be part of the allocation management.
Step 6: Since the investor has been added manually without filling in the contribution form, any Non-EVM Wallet you have requested in the contribution form has to be added manually. Click on the investor's entry to add the Non-EVM wallet.
Step 7: If the investor has not contributed through the EVM wallet you added in the past, you won't have the investor's Contact Info available unless the investor adds it.
Step 8: In order to see the investor's contact info, the investor needs to add their User Info and Accept Your Membership Request in their investor portal settings.