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Investment management

Introduction​

This module covers investment management from the administration panel: viewing investments, managing payouts to companies, and processing external payments.

Viewing investments​

Accessing the list​

  1. In the admin menu, go to "Investments".
  2. All platform investments are displayed.

Information shown per investment​

  • Related investment offer
  • Investor
  • Company
  • Payin amount
  • Status
  • Date

Filtering investments​

Use filters to sort by:

  • Status (pending, confirmed, cancelled)
  • Company
  • Investor
  • Period

Managing payouts to companies​

When an offer reaches its goal or closes, collected funds must be paid out to the company (payout).

Creating a payout to a company​

  1. From the investment list, select the relevant investment.
  2. Click "Create payout" or go to "Payout to company".
  3. Complete the form:
FieldDescription
InvestmentRelated investment
AmountAmount to pay the company
ReferenceTransaction reference
NoteAdditional information (optional)
  1. Click "Create payout".

Updating a payout invoice​

  1. Select the payout.
  2. Click "Update invoice".
  3. Add the required information.
  4. Save.

Application gains​

View gains generated by the platform on investments:

  1. Go to "Investments" → "Application gains".
  2. A summary table of commissions and gains is displayed.

External payment management​

External payments are transactions made outside the platform (bank transfers, cash, etc.) that must be recorded and validated manually.

Listing pending external payments​

  1. Go to "Investments" → "External payments".
  2. The list of payments pending validation is displayed.

Creating an external payment​

To record a payment received off-platform:

  1. Click "New external payment".

  2. Enter:

    • Related investment
    • Amount
    • External payment method
    • Reference / proof of payment
    • Payment date

  3. Submit.

Approving an external payment​

After verifying proof of payment:

  1. Select the payment in the list.
  2. Click "Approve".
  3. Confirm approval.
  4. The payment is recorded and the investment is activated.

Rejecting an external payment​

If proof of payment is invalid or insufficient:

  1. Select the payment.
  2. Click "Reject".
  3. Enter the rejection reason.
  4. The investor is notified.

Viewing investors​

  1. Go to "Investors" in the admin menu.
  2. The full list of registered investors is displayed.
  3. Click an investor to see their profile, investments, and documents.

Previous : Module 2 — Staff and departments
Next : Module 4 — Investment offer validation