Managing investors | FundCentre Fundraising

1. From the Entity menu, select Investors.
2. Click Add Investor.
3. Enter the information about the investor. Required fields are marked with an asterisk.
4. Click Save.

You can add multiple investors at one time using an Excel spreadsheet. A template is provided that you can download, update, then upload.

1. From the Profile menu, select Bulk Actions.
2. Click Bulk Upload.
3. In the Upload Name field, enter a name for the upload.
4. In the Upload Type field, select Investors.
5. If you have not already done so, download and complete the template.
   • Click Download Template.
   • Open the template and add your investor information. Required fields are indicated by an asterisk. Click the Template Format tab for details about completing the template.
   • Save the changes.
6. Click Select File to Upload.
7. Navigate to the file and click Open.
8. Click Upload. You can view the status of a bulk upload on the Bulk Actions page.
9. A status page is displayed. The following options are available:
   • Download Original File - Lets you download the file that was uploaded.
   • Rollback - Rolls back the upload. Click Confirm to continue.

1. From the Entity menu, select Investors.
2. Click the investor name for which you want to view details.
3. Make any updates to the investor details and click Save.
4. Click on the other tabs to view information about contacts, investments, documents, permissions, notes, and activity associated with the investor.

1. From the Entity menu, select Investors.
2. Click the investor to which you want to add an investment.
3. Click the Investments tab.
4. Click Add Investment.
5. Enter the information about the investment. Required fields are indicated by an asterisk.
6. Click Save.

You can add multiple investments at one time using an Excel spreadsheet. A template is provided that you can download, update, then upload.

1. From the Profile menu, select Bulk Actions.
2. Click Bulk Upload.
3. In the Upload Name field, enter a name for the upload.
4. In the Upload Type field, select Investments.
5. If you have not already done so, download and complete the template.
   • Click Download Template.
   • Open the template and add your investments information. Required fields are indicated by an asterisk. Click the Template Format tab for details about completing the template.
   • Save the changes.
6. Click Select File to Upload.
7. Navigate to the file and click Open.
8. Click Upload. You can view the status of a bulk upload on the Bulk Actions page.
9. A status page is displayed. The following options are available:
   • Download Original File - Lets you download the file that was uploaded.
   • Rollback - Rolls back the upload. Click Confirm to continue.

The investor to which you want to permission contacts must have at least one fund associated with it.

1. From the Entity menu, click Contacts.
2. Click the name or the email address of the contact you want to add.
3. Click Permissions. 
4. Click Add Permission.
5. In the Role field, select Limited Partner.
6. Select the permission type Investment.
7. In the Investor field, select the investor to which to add this contact.
8. In the Fund field, select the fund to which to add this contact.
9. Click Save.

1. From the Entity menu, click Investor.
2. Click Contacts.
3. Click Link Contact.
4. In the Role field, select Limited Partner.
5. Select the permission type Investment. The Investor field is prefilled
6. Click Link Fund from the Fund dropdown menu. 
7. In the Add Investment window, the Investor field is prefilled.
8. Select the Fund and the Campaign is auto filled.
9. Select Status.
10. Enter the Currency, Target Amount and Committed Amount.
11. Click Save.

An investor that has an investment associated with it cannot be deleted. Remove the investment from the investor and then delete the investor.

1. From the Entity menu, select Investors.
2. Click the investor name that you want to delete.
3. From the three dots menu, click Delete.
4. Click Confirm.

You can export investors data in CSV format and then download it from the Exported Items page. Exporting the data allows you to customize reports in Microsoft Excel.

1. From the Entity menu, select Investors.
2. Click Export on the right side of the screen.
3. In the Exported Items page, click the name of the export that you want to download.