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Welcome to our comprehensive guide on how to effectively approve investors. As an integral part of our team, your role in vetting potential investors is crucial to our company's success. This guide will provide you with a clear understanding of the process, ensuring that you're equipped to make informed decisions.
Investor approval is a critical step in maintaining the quality and integrity of our investor pool. Approving the right investors ensures that we align with individuals who share our vision, values, and objectives.
Step 2: Select Project
Enter credentials
User: admin
Pass: a
Step 3: Select "New Registrations" in the side menu.
Step 4: Click View next to each “New Registration’s details”
Step 5: Check their KYC information for accuracy and completion.
Did they submit their tax id?
ID proof?
Address proof?
Contact information?
Step 6: Then scroll all the way down and select:
Normal
Then Authorize Investor
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