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Adding or Deleting Investors in a Fund

This article describes how to add or delete the investors of a fund after the fund has already been created.

Rachel Diaz avatar
Written by Rachel Diaz
Updated over 3 weeks ago

On the main menu bar, click Investors > Funds.

Click on the fund's name where you want to add or delete investors. Click on the Investors link on the top navigation.

To add a new investor, click Add Investors in the top right corner.

Enter the name of the investor and the capital they committed to the fund, along with relevant fees and interest.

To delete an investor from the fund, scroll to the far right on their name, click the three dots, then click Remove.

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