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.