1.Funders want to support organizations that have a variety of strong investors & Here we can track the Funder flow of the Individual Funder.

 

 

2.Select the Funder from dropdown and click submit.

3.Investment Made – This Shows the details of invested amount.

  • Shows the Date of Investment
  • Invested Amount
  • Tenure
  • Tenure type (Repayment Tenure – Week/Month/Year)
  • Investment Details
  • Return Percentage
  • View Schedule

 

 

 

Investment Repaid – Shows the Repaid details to the investor.

  • Repaid Date
  • Repaid Amount
  • Interest Amount
  • Repaid Mode
  • Repaid by

5.Invested Disbursements – Shows the Invested amount flow. 

  • Paid Date
  • Loan Index Number (Loan Account Number)
  • Invested Amount (Loan Disbursed Amount to the particular loan Index)

 

6.Add Investments

           

  • Investment Date 
  • Amount (Invested amount to the company by the Funder)
  • Interest in Percentage
  • Tenure (Number of Installments)
  • Tenure Type (Repyment tenure to the Funder – Weekly/Monthly/Yearly)
  • Investment Details
  • Transaction Type (Cash/Bank/UPI,etc.,)
  • Bank Name (Funders Bank details)
  • Branch (In which branch – we are going to invest the Funder amount)
  • Bank Account Head 
  • Reference Number (As per the companies requirement)
  • Reference Date
  • Need Repayment Schedule (Incase of any repayment schedule provided from the funder, we can upload the same on CSV format) – Download the CSV format and edit as per the sample file. Then Import the file by choose File option.

           

 

7.Investment Re-Payment

Here, we can update the details while doing the repayment to the Funder.

  • Investment Re-payment Date
  • Principle Amount
  • Interest Amount 
  • Reference Date
  • Transaction Type (Cash/Bank/UPI,etc.,)
  • Branch
  • Branch Account head
  • Bank Name (Beneficiary Account Details)
  • Description (narration)
  • Reference Number (As per the companies requirement) and Save the details.