Here are some things you may want to consider doing prior to activating Investor Accounts to ensure the accuracy of information:
- Verify account names show correctly in Investor Management.
- Verify email addresses are accurate in Investor Management.
- Verify investment accounts, if any, show correctly in Investor Management. Select the tab for Investment Accounts to see the account(s) for each investor.
- Verify that investors’ transactions (investments) are attributed to the correct investment accounts. From the Investment Accounts tab in Investor Management, you'll find a list of each investment account. Click the transaction count to see a list of all the associated transactions. Note that for investors in funds or SPVs, there should be a group level investment account selected for those entries, when appropriate. You can make changes to any transaction by selecting the pencil icon to edit.
- Review the Investor Metrics tab found in Portfolio Analysis to get a sense for the performance of your investors’ individual portfolios.
- Depending on the level of detail added, you may want to check that company and fund records are complete, rounds and transactions entered accurately, and relevant documents uploaded and marked with the appropriate visibility setting.
- Review any overdue reports and snooze or hide them if you don't want your investors to see which are outstanding.
- If you subscribe to Seraf's Deal Flow Management, be sure to choose the appropriate visibility setting for investors to become deal flow advisors or deal flow observers.
Learn best practices for onboarding investors.
Learn how to activate an investor's account.
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