Create Investment Opportunities

Created by Nora Neidhart, Modified on Thu, 25 Jan 2024 at 07:26 AM by Nora Neidhart

Investment opportunities represent your dealflow. These are the investment targets you consider making an investment in. An investment opportunity is part of an account. Each account (company) can have multiple investment opportunities. 

Add a New Investment Opportunity

Let’s say you want to add a new investment opportunity. 

  1. On the Investment Opportunities tab, click New (1). Or click on New Investment Opportunity (2) from the dropdown menu. 

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Alternatively, you have the option to add an investment opportunity from an account page (under the Related tab). 

  1. Enter any other information you have about the investment opportunity based on the guidance.

  2. Click Save.

Additional resources: 

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