Sponsor Phase 2 - Crowdfunding 101 (How to or one big idea)

How To Upload Updates To Your Investors

Erika Conley
August 24, 2021
How To Upload Updates To Your Investors

How To Upload Your Investor Updates

A step by step guide on how to upload files. This can be used for monthly/quarterly reporting as well as for K-1s and any additional communications you would like to send out. Documents can be uploaded for all investors or for individual investors.

  1. Click the Gear Icon In your Sponsor Dashboard
  2. Click Files
  3. From here you have the option to send unique updates to specific investors or an update to all investors.

Upload A Unique Update For Specific Investors

  1. Click the Upload button.
  2. Click For Individuals
  3. Select the investor that will receive the update.
  4. Upload your update
  5. Click Show & Notify send the update to the investor

Upload An Update For All Investors In A Deal

  1. Click the Upload button.
  2. Click For This Investment (All investors in the investment)
  3. Select the investor that will receive the update.
  4. Upload your update
  5. Click Show & Notify send the update to the investor

If you have any questions feel free to email REops@realcrowd.com

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