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.
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.
🙋♂️ 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.
🙋♂️ How To Add An Investor Manually [Advanced Guide]