Presail

Learn how to move an investor allocation between pools. Fully or partially transfer an allocation in just a few clicks.

🌊 How to move an allocation to a different pool

Easily track and log an OTC trade on an allocation and keep your allocation management up-to-date.

This guide gives you a breakdown of how to move an allocation to a new account.

This guide shows you how to define custom min/max allocations for specific investors.

In order to remove an allocation from the allocation management, you have to refund the investor in question.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

{assigneeName} needs more information from you