Yes, you can record contributions an investor makes into the system on the Company > Investor Contributions page. An investor's total contribution should be the total of all syndicated deals but if you'd like to record their itemized contributions over time you can save that information. The total contribution amount will be shown on the investor portal. You will need to enter the date and amount. The description is optional.
Can we track investor's individual contributions over their entire portfolio? Print
Modified on: Thu, 22 Mar, 2018 at 4:56 PM
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