You need to onboard at least one Payer before following this guide.

What is a funding relationship?

Funding relationships allow you (as the platform admin) to control which fund managers can invest into which payers (obligors).

A fund manager will not be able to view or add a payer to its investment list when creating an investment strategy if a funding relationship has not been established between the fund manager and the payer.

Creating a funding relationship

1. Open the Payers tab once you successfully completed the company information.

   

2. Click the Add Payer button to open the New Investable Payer section.

   

3. Select one of the previously onboarded Payers from the drop-down list and click Submit.

   

4. The selected payer will be displayed in the Investable Payers table.

   

After successfully adding investable payers, you can continue to the next part of the fund manager onboarding process.