Guides related to manually configuring investments or using invite-to-invest.
🎬 Add Investments
Overview: Sponsors can add or edit an investment to a project rather than an investor doing this through the Investor Portal. Step by Step: From the admin dashboard, select the project to wish to update > select entity and class > click three do...
🎬 Delete Investments
Step by Step: First, you will want to navigate the project, then the entity and class that has the investment. Locate the investment that you would like to delete and click on the arrow to the left of the investor’s name. Choose delete investme...
🎬 Edit Investments
🎬 Invite to Invest
🎬 Minimum & Maximum Payment Increment Preference