Guarantor Details

Guarantor Details panel captures details of the guarantors associated with the portfolio company. The details included are:

• Contact/Organization: Name of the contact or organization
• Collateral Type: Select Personal or Organization Collateral type
• Guarantee Type: Select Partial or Complete Guarantee type
• Amount: Input guaranteed amount
• Description: Description of the guarantee, if any

To modify guarantor details, follow the below steps:

1. Click on the Add button in the top right corner.

2. Click on Add icon to add a contact or Organization. 

3. Select a contact or Organization from the data.

4. Update the details, and click the Check button from Actions column to save. 

3. To edit a team member’s details, click on the Edit ()icon in the Actions column.  Update the details and click on Check () button to save.

4. To delete a team member’s details, click on the Delete () icon in the Actions column. The delete window is displayed. Click OK to delete the member details.