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πŸ“‡ How to manually add an investor to your allocation management
πŸ“‡ How to manually add an investor to your allocation management

If investors have contributed outside of Presail, this guide will show you how to add the investors to your allocation management.

Milad Mirshahi avatar
Written by Milad Mirshahi
Updated over a week ago

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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πŸ™‹β€β™‚οΈ How To Add An Investor Manually [Basic Guide]

1️⃣ Click on the Deal you want to add the investor to.
​2️⃣ Navigate to the Fundraising tab.
​3️⃣ Click on the blue Add Investor button.
​4️⃣ Add the investor's EVM Receiving Address, the Pool, and the TX Hash.
5️⃣ Once the investor is added, they will be part of the allocation management.
6️⃣ Click on the Investors Entry to add any missing information about the investor.
7️⃣ If the contact info is missing, the investor can add this in the Investor Portal Settings.
8️⃣ If the investor is new, the investor must join your platform in the Investor Portal Settings.


πŸ™‹β€β™‚οΈ 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.

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