STEP 7: Closing the Deal

Change status from Investing to Funded on main Investment Property Information

Make sure the status of each Passive investor is "Subscribed"

Click on "Roster", Select "Import from Fundraising" 

This will bring in everyone who is in the "Subscribed" status

The last step is to add the Lead and KP override. 

Select "Add Member" and fill out boxes accordingly

An email will be sent to the individual selected to confirm the addition to the Roster

Once accepted they will automatically be shown and the percentages will adjust

Use the Export button to have excel or PDF files downloaded with this information