From the Closings menu, select the closing you would like to add an investor to. To create a new closing, select the + New fund closing option first.

Once in the chosen closing, select +Add investors.

You can associate multiple emails with an investor by separating the emails with a comma in the email column. For example:

You can bulk upload names and emails by pasting in the information from a Google Sheets or an Excel spreadsheet.

Select Add to save & add the investor.

The investor will now appear in the investor table below the investor progress bar. Select the new investor name to send them the subscription agreement.

Select Send to investor.

You will have the option to include a message to the investor. This message will appear in the email they receive from Passthrough with the link to the closing you invited them to. Select Next: Review when ready to send.

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