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• Investing through Deals (Single-Name Investment Strategies)

  What is a Deal? A deal is an automated single-name investment strategy that automatically purchases the invoices approved by a given invoice payer (buyer). Where can I find Deals? Deals can be found in the Deal Room page of the investor portal. You can find the link to the Deal Room in the menu in the header of the funder dashboard. The Deal Room The Deal Room showcases each avaPopular

• Investing through Strategies (Multiple-Name/Porfolio Investment Strategies)

  What is a Strategy? A strategy is an automated investment plan that a funder can configure to automatically purchase the invoices that: provide a desired return for a desired investment tenor are approved by invoice payers that fit a desired industry, country, turnover, leverage ratio, cover ratio, capitalization and currency Where can I find Strategies? Strategies can be found in the Strategies page of the investor portal. Strategy Configurations Strategies have the following confSome readers

• Understanding Wallet Terminology

  Understanding Wallet Terminology Definitions to the terms we use to describe various amounts in Wallets: Available - Funds available to invest into deals and strategies Currently Invested - Funds that have been committed to one or more deals and/or strategies Initial Margin - Funds that are held as a deposit against your forward contracts Yield to payout - Returns due for payout Total - This is the sum of the Available + Currently Invested + Initial Margin + Yield to PayoutSome readers

• Depositing funds into a given wallet

  Depositing funds into a wallet Select the wallet you want to deposit funds into Select Deposit Funds from the wallet menu Set the amount you want to deposit and click Create Transaction You will be presented with the bank account to transfer the funds to including the reference code to use Once we receive the funds your wallet will automatically be updated with the received amountSome readers

• Setting up and managing your bank accounts

  Setting up and managing your bank accounts Before you can withdraw money from your wallet or receive payouts of your returns you will need to setup your bank account(s). Follow the steps below to setup a bank account. Select “Account management” from the menu at the top right side of the funder portal Click the button labeled “New” to create a new bank account Complete your bank account information and click Verify Account To verify the bank account Finverity will deposit $0.10 intSome readers

• Withdrawing funds to your bank account

  Withdrawing funds to your bank account Select the wallet you want to withdraw funds from Select Withdraw Funds from the wallet menu Set the amount you want to withdraw Select the bank account you want your funds withdrawn to and click the withdraw button Please note the transaction fees shown on the screen as they will be applied to your withdrawalSome readers