# Fundraising

### Fundraising Page Overview

The Repool Fundraising page is the central hub for managing investors through the lifecycle of the subscription. From here you can invite investors, issue side letters, approve investments,  service redemptions and more.

<details>

<summary>Inviting an Investor</summary>

To kick off the investor invitation workflow, simply select the 'Invite Investor' button at the top of the Fundraising page. &#x20;

Once the 'Invite Investor' window is launched, all you need to do to is input your investor's name and email address and click 'Send Invite'.  Custom terms? No problem; before sending the invitation, select the'+Customize' option and input the desired management and performance fees and the lock up period.  Upon the investor subscription, a custom side letter will be auto-generated. &#x20;

</details>

<details>

<summary>Investor Invitation Status</summary>

Never be left in the dark about the status of your investor invitations. The Fundraising page provides valuable insights into precisely where invitations are in the lifecycle of the investor onboarding process by assigning investor statuses.

**Invited:** Investor invitations that have not yet been actioned.  Investors have not yet created a Repool account or begun the subscription process.

**In Progress:** Investor invitations that have been actioned.  The investors have created a Repool account, downloaded the offering documents, and/or begun the subscription process.

**Signed:** Investors who have completed the subscription process and executed the offering documents.  Investors will remained in this status until their investment is received.

**Investing:** Investors who have completed the subscription process and funded their investments. Before managers gain access to approve the subscription, Repool will first review the KYC details and confirm the eligibility status of investors. Once Repool approves the investments, managers will have the ability to approve.

**Invested:** Investors that are currently invested in the fund.

</details>

<details>

<summary>Approving Investments</summary>

The Repool platform employs a dual-approval process for accepting investments into a fund. Each investment undergoes initial review by Repool to confirm investor KYC details and determine its eligibility for investment. Once an investment is approved by Repool, it becomes available to the manager and is listed in the 'Investments Pending Approval' section at the top of the Fundraising Page.

Before accepting an investment, managers have the chance to thoroughly review the investment terms and amount, the subscription booklet, and, if applicable, the side letter.

Once the investment is accepted by the manager, the funds become immediately available for investment.

</details>

<details>

<summary>Approving Redemptions</summary>

Investor redemptions can be initiated by investors from the Repool Investor Portal when their investment has reached the end of the contracted lockup period. The Repool platform employs a dual-approval process for accepting redemptions from a fund.  Each redemption undergoes an initial review by Repool to confirm bank details and ensure compliance with AML (Anti-Money Laundering) procedures.  Once a redemption is approved by Repool, it becomes available to the manager and is listed in the 'Redemptions For Review' section of the Fundraising page.

Before accepting a redemption, managers have the chance to thoroughly review the redemption and confirm that it aligns with the specified lockup and withdrawal periods.  Additionally, managers should verify that there are sufficient funds in the fund's bank account to fulfill the redemption and maintain the required minimum bank balances.

Once a redemption is accepted by the manager, the funds are immediately withdrawn from the bank account and wired to the investor.

</details>

<details>

<summary>Archiving Invitations</summary>

Investor invitations that have not been acted upon and are labeled with a 'Invited' status can be archived.

</details>

**Also See:**

{% content-ref url="fundraising/fundraising-faqs" %}
[fundraising-faqs](https://docs.repool.com/repool-fund-os-platform/fundraising/fundraising-faqs)
{% endcontent-ref %}

{% content-ref url="../fund-manager-essentials/offering-document-overview" %}
[offering-document-overview](https://docs.repool.com/fund-manager-essentials/offering-document-overview)
{% endcontent-ref %}

{% content-ref url="contacts" %}
[contacts](https://docs.repool.com/repool-fund-os-platform/contacts)
{% endcontent-ref %}


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