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Manager Platform Guide - When is an investment considered completed?
Manager Platform Guide - When is an investment considered completed?

When the investment entity is closed, all investments are moved to completed status.

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

As the sponsor, you can close the investment entity when all distributions and other activities associated with the investments are completed. Closing the investment entity will move the investment entity off of your list of active investment entities. This action will also identify all investments associated with that investment entity as completed.

To close an investment entity, select Menu from the Home Dashboard

=> Then select Investment Entities

=> Click on the Investment Entity you want to update

=> Click on Close investment entity

You will be asked to confirm this action.

Once you close the investment entity, your investors will see all investments associated with this investment entity as completed when they look at their list of investments.

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