As your venture grows, so does the need to efficiently manage your relationships with potential and existing investors. Foundercrate’s Investor Database offers a streamlined way to add new investor profiles, ensuring that every detail is neatly organized and easily accessible. This guide will walk you through the process of creating a new investor in the database, from accessing the dashboard to successfully adding investor details. Let’s get started and enhance your investor management capabilities.

Begin by logging into your Foundercrate account. Once you are logged in, navigate to the main dashboard. This is your control center, where you can access the full suite of tools and features designed to manage and grow your business.

From the dashboard, locate the navigation menu on the left side of the screen. Click on “Investor Database” to open the submenu. Here, you will find the option “Create Investor.” Click on this option to start the process of adding a new investor to your database.

You will now see a form to enter the investor’s details. Start by inputting the “Investor Name/Firm Name” in the designated field. Next, select the “Investor Type” from a dropdown menu, which helps categorize your investors based on their nature and investment style.

Continue by entering the primary contact person’s name in the “Contact Name” field and their “Contact Email ID.” Make sure all details are accurate to ensure smooth future communications.

After you have filled in all the necessary information, review the details to ensure everything is correct. Once you are satisfied, click on the “Create Investor” button located at the bottom of the form. This action will save the investor’s profile to your database.

Once the profile is created, the investor will now be visible in your Investor Database. You can go back to the database list to see the newly added investor profile and make any further edits if necessary.

Congratulations! You have successfully added a new investor to your Foundercrate Investor Database. By keeping your investor information organized and up-to-date, you are setting the stage for more effective and efficient investor relations.

Continue to utilize this tool to maintain a robust network of investors as your business progresses towards its next milestones. Remember, every detail counts when it comes to building successful partnerships.