Investors and Commitments
This page describes how investors and commitments are managed in AIRR
User Management page
Once they have confirmed the invite, they will be able to log into the AIRR platform with their credentials and vue files in their document space. They will also be able to vue the progress of the investment vehicle to which they are a member of.
1. Creating accounts for investors
Create a user and send them an invite by utilizing the form on the User Management page:
Settings -> User Management -> Investor team: Investment Vehicle
Investor commitments are managed from the Investors page
Settings -> Investors
2. Managing Investors
Define investor types
Enter investor information, and the team member responsible
Attribute the investor to an access group (optional)
Investor Access groups are managed from the User Management page.
Settings -> User Management -> Investor Access Groups tab
3. Managing Investor Commitments
To manage capital commitments, on the same page click the coin icon for the given investor.
Investor commitments page
Enter a starting date
Enter the amount of the commitment
Select a status
Enter a description (optional)
Investor commitments icon
This will bring up a page where investor commitments can be entered.