Path: "Investments"
Under the "Investments" menu, you will find an overview of all made investments. Here, you can view the status of the investments and other details related to each individual investment.
- The available filtering options are the created projects and the investment status.
- The investment status can be "unconfirmed" "pending" "active" "cancelled" or "completed" Additionally, there is a manual search bar that allows you to filter the investments.
- To see detailed information about a specific investment, you can select the corresponding investment number. In this view, you will find all data associated with that investment, including the investment status and payment details.
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- The scheduled payout plan is specified with the payment receipt for the respective investment. (If you are using secupay, the payment receipt is automatically recorded and displayed. If you are using your own payment processing, the payment receipt must be manually recorded.)
- You also have the option to resend a system-generated confirmation link.
- A payment reminder can be manually sent to prompt investors to make the payment.
- You can also cancel the investment through this interface.
- Under the "Documents" section, all investment-related documents available to the investors in the investment portal will be displayed.
- The "investment logbook" which can be found in the investment detail view, allows you to track every investment-related action. Within the investment process, every system and investor-side activity is recorded.
By clicking on the name of the investor, you can access the overview of investors. From there, you also have the option to view the detailed information of the investment.