Managing Invited Members
Members that have been invited to a Deal will be displayed under the Members tab and the status of any related workflow items (e.g., NDA, Onboarding, KYC, Commitments) will be shown.
Members of a Deal can also be sent messages by clicking the Messages button, which will open the messaging window between the Deal Owner and Deal Member. All messages exchanged will be displayed in the messaging window.
Clicking theicon for a Deal Member will display the options menu for that member that allows the Deal Owner to perform the following functions:
Manage Contact Members/View Members – displays all Contact Members the Deal Owner has added and all Users the Deal Member has added to their Verivend account.
Resend Invitation – if the Deal Member has not yet accessed the Deal, this sends the Deal Member the automated email notification that will provide them access to view the Deal.
Send Onboarding Request – sends the Deal Member a request to complete their Onboarding information for the Deal.
Send Commitment Request – sends the Deal Member a request to submit their investment Commitment for the Deal.
Remove Member – removes the Deal Member from the Deal and the ability for the Deal Member to continue viewing the Deal information.
Managing Anonymous Members
Prospective deal members who have been provided the publicly accessible link can click the Join Deal button when viewing the Deal to submit their interest in participating in the Deal.
After providing their information and clicking the Join button, prospective Deal Members will be displayed under the Prospective Members tab of the Deal page and clicking theicon allows the Deal Owner to Accept or Reject the member for the Deal.
When Prospective Members have been Accepted, they will be displayed under the Members tab for the Deal.