Contacts FAQS

Common questions related to the Contacts page

My investor requested a copy of their financial statements. Where can I find this?

Investor specific financial reports can be found in multiple locations.

• You can find the reports in the investor's profile on the Contacts page.

• You can find the reports by navigating to the 'Investor Documents' section of the Financial Reports page.

• You can direct your investor to their personal Repool Investor Portal.

I would like to an investors terms. Where can I find this?

This can be found in multiple locations.

• Investor terms can be found in the investor's profile on the Contacts page. This information is located in the 'Fees' section.

• Investor terms can be found on the Fundraising page by navigating to investor record and selecting 'View Terms'.

I would like to an investors performance. Where can I find this?

This can be found in multiple locations.

• Investor performance can be found in the investor's profile on the Contacts page. This information is located in the 'Performance' section.

• Investor performance can be found on the Performance page by navigating to investor record and selecting 'View Performance'.

I would like to an investors investment history. Where can I find this?

Investor investment history can be found in the investor's profile on the Contacts page. This information is located at the bottom of the 'Performance' section. It is also available in the 'Activities' section.

I would like to see if an investor created an account, filled out onboarding documents, or signed the offering documents. Where can I find this?

Investor subscription activity can be found in the investor's profile on the Contacts page. It is available in the 'Activities' section.