You can access the Auto Investment function by clicking your name on the top right corner, and select "Setting" from the drop-down menu. After which, select "Auto Investment" from the menu on the left hand side of the page, as shown in the picture below. Click on the green "New" button to add an auto investment preference.
Select "Business Term Loan" or "Invoice Financing" from the drop down menu.
You will be prompted for your preference of loans to be invest in which includes the period of tenor and interest rates.
You will also need to select your Investment Mode. "Specify Amount per Investment" enables you to choose exactly how much you wish to invest in each loan, ranging from $100 to $10,000, in denominations of $100. (Note: If your available balance falls below the amount specified, you will not be included in the auto-allocation.)
Alternatively, you can select “Minimum Amount Allowed” if you wish to invest the minimum amount that is specified for the loans that fall within your preferences.
You will also need to select the industries that you do not want to invest in, and they will be left out of your selection. Finally, click on the "Save" button and your auto investment preferences will be captured in the system!
If after reviewing the fact sheet and you decide to not invest in the loan, you can always opt out from it! Simply "Click Here" on the website or click on "Enabled" as shown in the animation(s) below.
Note: Changes made to your auto-investment preferences when any loan is up for Pre-CF will only take effect the next crowdfunding.
You can find out more on how our auto investment algorithm works here!