Setting Up Your First Fund Account
In case you are a team and need an account everybody has access to, can provide you with a fund account.
Ryan avatar
Written by Ryan
Updated over a week ago

When you created your Investor account on Investory, what you ended up with is pretty much a personal account.

If you have not subscribed yet, you will then have a Free Account and as you have logged in you will see this view:

This view shows you your Connected Companies (if you have already done so) in one tab and Fund/Portfolios in the other Tab.

Please note that in your account as a Standard you already have one Existing Fund. When you click on the Fund/Portfolios tab, then it is showing as All Companies. This is your Standard First Fund Account.

The All Companies Standard Fund, will automatically be populated by all of the companies you are connected with. You do not get to pick and choose which ones.

That being said, if you have a Paid Subscription, then you can add an UNLIMITED number of funds and to do that is easy, all you have to do is click on + New Fund in the box right next to it as show in the picture above.

Once you have clicked on + New Fund a popup window will appear to ask you to give it a name:

It will then show next to your All Companies fund

At this point, you will want to Manage Your Funds by assigning the companies you want to that particular fund. In our example here, you will assign specific companies to Fund IV.

To do that, you will need to click on Manage Funds

When you click on Manage Funds, you will then have access to a list View of the Funds you have created. This is where you can assign the companies to their funds.

Just Click on the drop down menu to add the companies you want to the new Fund. Once this is done, you will see the Fund composition

Should you have any questions or concerns, you can reach us by using the messenger on the bottom right hand side and Start a New Conversation and we will be happy to assist you.

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