Add investors to a contract

Create, select, edit, or remove investors before issuance.

Last reviewed: 2026-08-25

Add an investor

Contract stepper → Investors → Add investor

1. Search existing individuals and organizations before creating a record.
2. Select the correct investor or create the missing individual or institutional identity.
3. Enter the investor-specific amount, quantity, rights, or dilution required by the contract.
4. Review the investor row and save the contract.

Edit or remove an investor

Open the unissued contract’s edit stepper and use the investor table actions. Removal is blocked when issued history or another protected dependency makes the investor position permanent.

Avoid duplicates

A duplicate investor can split documents, investments, and portfolio visibility. Search by name, email, company, and domain before creating a new identity.