To create an investor, follow the below steps:

1. Click on Investor in the main menu.

2. Click on Add Investor button () in the top right corner.

3. The Investor Information window is displayed. Update the mandatory fields marked with an asterisk and click Save.

4. Once the Investor has been created, you will see different tabs here- Teams, Fund Raising, Fund Invested, D/D, Capital Account, Co-Investments, Compliance, Communications, and More Information. Fill in all the details by navigating to the respective tabs.

5. The created investor can be accessed from the Investor menu. The investor is visible on the Investor List View page.