Create an Investor (AIF)

To create a new investor in the fund, follow the below steps:

1. Click on Add Investor in the top right corner.

2. The Investor Information tab will open. Enter the information in the below fields  and click on save 

• Investor Name: Specify the investor name. It is a mandatory field
• Investor Code: It is an auto-generated field.
• Investor ID: Specify the investor ID. It is a mandatory field
• Investor Country: Specify the investor country.
• Investor Type: Specify the Investor type from the dropdown list.
• Company: If the investor belongs to an existing company, choose the company name.
• Description: Specify a description of the investor. It is a non mandatory field
• Co-Investor: Check the box, if the investor is a co-investor.

3. Investor will get created in the platform which can be viewed in the list view page