Creating your Roster

The Roster/Schedule A is the official list of all investors, key principals, and the Lead in the deal.

• There are two ways to build the roster:
  • Automatically import from fundraising - Quickly move over everyone from fundraising who has subscribed to your offering
  • Manually add investors - Add Lead/KP overrides or to update sold shares

1) Automatically import from fundraising

Once you have collected all funds, and all passives are in the Subscribed stage

Click on the Roster tab

Click "Import from Fundraising"

Complete imported Roster

Review Imported Roster

2) Manually add investors

This will most commonly be used to add in Lead/KP Overrides

Click Add Member to Roster

Fill out the information selecting the person, investing profile, type (Contributor, Key Principal or Lead), amount and units.

Click "Add to Roster"

An email will be sent to the individual to confirm the add

Until the individual confirms the addition, it will show on the Roster as pending

Email examples:

The Lead will receive an email when it is confirmed

Once all additions are complete economic percentages will update to accommodate Lead/KP overrides