Investment Team

Investment Team panel captures details of internal team members associated with the portfolio. The details included are:

• Name: Name of the member.
• Designation: Designation of the member. This field will automatically populate.
• Role: Role of the member which includes Deal Originator, Deal Partner, Deal Team Member, and Others.
• Director: Check Yes, if the member is a director.
• Email: Check the box if email notifications are to be sent to the member.

To modify a team member, follow the below steps:

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

2. 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.