Before joining Finta, you may already have a list of previous investors. You can import this list into your personal investor CRM. These investors are private to you and will not be shared with anyone else on Finta.
Import Existing Investor List
To import your investor list to the CRM, navigate to the Investor CRM. Click the ellipsis to the right of the "Add Investor" button. Click "Import Investor List" to upload your list of investors to Finta.
How to Upload Investor Import Template
To create an investor list using Finta's template, click "Investor Import Template."
Input the investor's information into the spreadsheet.
When ready, download the template as a .csv and navigate to the Investor CRM. Click on the ellipsis to the right of the "Add Investor Button." Click "Import Investor List" to upload the template.