As an SPV organizer, you can easily modify an investor's allocation, management fee, or carried interest percentage directly from your Investors list.
If, at any point during your fundraise, you need to update the terms being offered to an investor, you can do so by following the steps outlined below:
- Navigate to your SPV's "Investors" tab >> Click the "..." menu >> Click "Modify Terms".
- In the "Modify Terms" modal, you can update the carried interest and management fee percentages as well as the type (range or fixed) and amount being allocated to this particular investor.
- To notify the investor of the change, please check the "Send an email update to the investor" box and click "Modify Terms" to submit the change.
