- Log in and access Fund Raising App from your universal navigation menu bar.
- Create an investor lead or select investor lead that needs to convert.
- Click on the More Details to view the Overview page of the Leads.
- In the Overview page, you can view the Convert button.
- Click on the Convert button and select the To Investment.
- You can view the side panel to Create an Investment page with the auto-populated Leads name on the Investment page.
- You can view details like Lead name, Investor, Tax ID, Funding Round, No of Shares, Share Price, and the Amount.
- Select the Investor from the dropdown and the other fields.
- Tax Id - Tax Id of the investor.
- # Of Shares - Number of shares purchased by the investor.
- Share Price - Price per share.
- Amount - Amount collected from the investor. This field is auto-calculated from the number of shares and share price.
- Click on the Create button to complete.
- You can view the created investment in the funding round.
- Select Mezzanine funding round and click on the More Details.
- Click on the Investments tab.
- You can view the investment by the investor.
- Click on the More details, you can view the Overview of the Investment.
Related Links
Create new investor
Add contacts to investor leads
View investors lead by directory
