The "Investors" section of an investment offering gives Investment Managers a central overview of all invited investors – grouped by investment terms, selected amounts and signing progress.
Signing statuses explained
Invitation Pending – the investor has not yet registered on the platform.
Registered – the investor has registered but has not yet started signing.
Reserved Investment – the investor has started the signing process. The selected amount is temporarily reserved and not available to others. You can release the reservation in the investor's details via "Remove reserved investment".
Signed – the investor has signed. You now need to confirm receipt of the payment via "Confirm payments" (in the investor list or the widget at the top right).
Payment Confirmed – you have confirmed the payment; the investor's process is complete.
Confirming payments
Click "Confirm payments".
You will see a table of all signings received, including:
Investment account – the account the investor used to sign
Payment purpose – helps you match the transfer in your bank account
Total amount – the amount you will receive, including the brokerage fee
Cash transfer status – Received or Not received
As soon as the money has arrived, click "Mark as received".
Correcting a payment confirmation
If a payment was marked as received by mistake, open the options menu (three dots) of the signing and select "Mark as not received". The status is reset to Not received.
Deleting a signing
If an investor withdraws or no payment will be received, you can delete the signing:
Open "Confirm payments" in the offering.
Click the delete icon (trash can) or open the options menu (three dots) next to the signing and select "Delete signing".
Processing can take a few minutes.
After a signing has been deleted, the investor can sign the offering again – unless you remove them from the offering. As an investor, you would like to cancel your signing? Please contact the Investment Manager of the offering or our support team.
What's next?
Once all payments are confirmed and the minimum issuance volume is reached, you can close the offering – see "Closing an offering".