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How to Add Investors to CRM

Import your personal list of investors to your CRM one at a time.

Brooke Zimmer avatar
Written by Brooke Zimmer
Updated over 4 months ago

Before joining Finta, you may already have a list of previous investors. You can input each investor's information into your personal investor CRM. These investors are private to you and will not be shared with anyone else on Finta. Aurora A.I. will automatically enrich these contacts after you input their email into their profile.


To import investors one at a time, first navigate to the Investor CRM and click the blue "Add Investor" button.


Here you can add any information you need. Click "Add Investor" when finished.


When you add the investor's email, Aurora A.I. will automatically enrich the contact by finding links to their Twitter, Crunchbase, LinkedIn, and organization. Click on the investor's profile to view the details Aurora adds.

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