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Manager Platform Guide - How do I delete an investment entity?
Manager Platform Guide - How do I delete an investment entity?

You may need to delete an investment entity that was created in error or as a test

Joni Reeves avatar
Written by Joni Reeves
Updated over a week ago

As investors make offers and move through the investment process, Groundbreaker creates relationships between several sets of data. Because of these relationships, you may only delete an investment entity when no subscriptions or investments are associated with it.

=> Select Menu from the Home Dashboard

=> Then select Investment Entities

=> Click on the Investment Entity you want to delete

=> Click Delete investment entity

If this investment entity is not eligible to be deleted, you will be notified with a message.

Otherwise, you will be asked to confirm the action.

This action will delete the investment entity and it is no longer accessible.

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