Investor tags

Issuer users can define a list of tags and investors can be categorised by these tags.

By assigning tags to investors you can group them by a similar attribute.

Before assigning a tag to an investor you need to create a tag.

To create a tag:

1. From the menu, go to Investors and click Investor tags.
2. Click + Add new tag.
3. Enter the name of the tag.
4. Click Save.

Once you have a tag created, you can assign the tag to your investor/s. 

To assign a tag to an investor, find the investor either from the search feature, cap table or investor list, and click on their name to access the Investor details page.

1. Click on the Investor details tab.
2. Scroll down to Tags.
3. Click Edit.
4. Click inside the Tags field to reveal the list of available tags.
5. Select the tag you wish to assign to the investor.
6. Click Save.

To remove a tag from an investor, find the investor either from the search feature, cap table or investor list, and click on their name to access the Investor details page.

1. Click on the Investor details tab.
2. Scroll down to Tags.
3. Click Edit.
4. Click the x symbol next to the name of the tag you wish to remove.
5. Click Save.