Onboarding a Fund Manager
Filling in Fund Manager Company Details
Open the Fund Manager onboarding page From the Admin Portal Companies page, click the Create Fund Manager button to open the fund manager creation page. Complete the company details section Key Notes Complete all required fields (marked with *). The ...
Setting up a Funding Relationship
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 ...
Activating the Fund Manager Account
You can open the Approval/Activation tab once you've successfully added all required information in the Payers section. Approve KYC Every registered company starts with the Pending Review KYC status. You will be able to change this KYC status to ...