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Create an Investor

An investor is a person or group who allocates capital in Fund(s) with expectation of financial return in future.

To create Investor

1. Click on Investor option in the main menu.
2. Click on Create Investor Icon () at the top.
3. You will see Create New Investor window.

4. Fill at least the required fields and click Save.

5. Investor will be created and a new window will open containing 9 tabs - Investor Information, Additional Information, Funds, D/D, Capital Account, Co-investments, Compliance, Email and More Information. You can fill all details at the time of creating the investor or can click Cancel for now and fill the remaining details later by clicking the Investor name in the list view as shown in image below.