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Adding Investors to an SPV
Rachel Diaz avatar
Written by Rachel Diaz
Updated over 3 weeks ago

Streamlining Investor Addition in SPVs

  1. Accessing SPV Dashboard

    • Go to the dashboard and select SPVs.

    • Choose the specific SPV where you want to add investors.
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  2. 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.
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  3. Adjusting Financial Details

    • Modify interest, management fee, or preferred return percentages as needed.

    • Click Add Investor after entering each investor's details.
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  4. Completion

    • Continue adding investors by repeating the process until all are included.

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