How do I add information about my investors to my Enterprise account?

Enterprise accounts can add additional contact details and notes about their investors / LPs from Investor Management. Just click on the pencil icon next to an investor's name to open their profile. From there, you can edit or add fields for name, address, phone numbers, additional email addresses, notes, plus additional contacts related to the investor, such as an admin, colleague, advisor or family member.

These fields can also be entered via import when adding multiple investors from a spreadsheet.

Be aware that anything you enter in the investor profile will be visible to the investor, if you activate their account.

Learn how to add investor tags.