Managing investors and investments | FundCentre Onboarding

1. From the Entity menu, select Investors.
2. Click Add Investor.
3. Enter the investor details. Required fields are indicated by and asterisk.
4. Click Save.

1. From the Profile menu, select Bulk Actions.
2. Click Bulk Upload.
3. If you have not done so already, download the Investors template from the Document Templates list.
4. Populate the template with your data, up to a maximum of 1000 rows. Do not add extra columns or change the formatting. Required fields are indicated with an asterisk.
5. Upload the file either by dragging and dropping it or by clicking to upload. The upload preview screen is displayed. If there is an error, the rows will be highlighted in red. Fix the rows in the template and upload the file again.
6. Click Upload.

1. From the Entity menu, select Investors.
2. Click the investor name that you want to edit.
3. Make any changes.
4. Click Save.

Investors that have contacts, onboardings or investments associated with them cannot be deleted until those associations are removed.

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

1. From the Entity menu, select Investors.
2. Click the investor name to which you want to add an investment.
3. Click Investments.
4. Click Add Investment.
5. In the Account field, select the account.
6. In the Fund field, select the fund.
7. (Optional.) In the Commitment Amount field, enter the commitment amount.
8. Click Save.

1. From the Profile menu, select Bulk Actions.
2. Click Bulk Upload.
3. If you have not done so already, download the Investments template from the Document Templates list.
4. Populate the template with your data, up to a maximum of 1000 rows. Do not add extra columns or change the formatting. Required fields are indicated with an asterisk.
5. Upload the file either by dragging and dropping it or by clicking to upload. The upload preview screen is displayed. If there is an error, the rows will be highlighted in red. Fix the rows in the template and upload the file again.
6. Click Upload.