Introduction
Effectively managing institutional investors is essential for the growth and success of your business. Foundercrate provides a comprehensive platform to add and manage institutional investors, ensuring all relevant information is centralized and easily accessible.
This guide will walk you through the process of adding institutional investors to your Foundercrate portal, capturing all necessary details to maintain organized and complete records.
Step-by-Step Guide to Adding Institutional Investors
1. Adding Investor's Entity Details
Step 1: Entering Basic Entity Information
Profile Picture: Upload a profile picture of the investor or a logo of the entity.
Stakeholder Category: Select the appropriate stakeholder category from the dropdown menu.
Legal Name: Enter the legal name of the investor’s entity.
Institution’s Govt. Issued ID Type: Choose the ID type from the dropdown menu (e.g., CIN, EIN).
Institution’s Govt. Issued ID Number: Provide the institution’s government-issued ID number.
Institution’s Domicile: Select the institution’s domicile from the dropdown menu.
Step 2: Entering Point of Contact Details
First Name: Enter the first name of the contact person.
Last Name: Enter the last name of the contact person.
Designation: Provide the designation of the contact person within the entity.
Nationality: Select the nationality of the contact person.
Email Address: Enter the email address of the contact person.
Phone Number: Provide the phone number of the contact person.
Step 3: Saving Entity and Contact Details
Save Details: After filling in all the required information, click the 'Save' button to lock the details.
2. Adding Official Address Details
Step 1: Entering Entity's Official Address
Address: Provide the official address of the entity.
City: Enter the city of the entity's address.
State: Select the state or province from the dropdown menu.
Country: Choose the country from the dropdown menu.
ZIP Code: Provide the ZIP or postal code.
Step 2: Entering Contact Person's Address
Checkbox for Same Address: If the contact person’s address is the same as the entity’s address, check the box to auto-fill the details.
Different Address: If the addresses are different, provide the contact person’s address details:
Address: Enter the address of the contact person.
City: Enter the city of the contact person's address.
State: Select the state or province from the dropdown menu.
Country: Choose the country from the dropdown menu.
ZIP Code: Provide the ZIP or postal code.
Step 3: Saving Address Details
Save Address: Click the 'Save' button to lock the address information.
3. Adding Other Important Details
Step 1: Entering Additional Information
Entity's Website: Provide the website URL of the entity.
Last Heard Date: Specify the date when the investor was last heard from, if applicable.
Referral Name: Mention the name of the person who referred the investor, if applicable.
Best Contact Channel: Select the preferred contact channel for communicating with the institutional investor from the dropdown menu.
Step 2: Saving Additional Information
Save Additional Details: Click the 'Save' button to secure the additional information.
4. Uploading/Adding Important Deal Documents
Step 1: Uploading Documents
Add Document: Click on the 'Import File' button to upload relevant deal documents related to the institutional investor.
Step 2: Saving Documents
Upload Document: Click the 'Upload' button to add the document to the investor’s profile.
Conclusion
Foundercrate’s feature for adding institutional investors ensures that all necessary information is centralized and easily accessible. By following these steps, you can maintain comprehensive and organized records for each institutional investor, enhancing your ability to manage investor relationships effectively. For adding individual investors, please refer to the Individual Investors Guide.