Streamlining Investor Addition in SPVs
Accessing SPV Dashboard
Go to the dashboard and select SPVs.
Choose the specific SPV where you want to add investors.
β
Adding Investors
Click on Investors within the selected SPV.
Select Add Investors.
Enter the date (defaults to today's date) and choose each investor with their investment amount.
β
Adjusting Financial Details
Modify interest, management fee, or preferred return percentages as needed.
Click Add Investor after entering each investor's details.
β
Completion
Continue adding investors by repeating the process until all are included.