The Investors screen is where fund admins maintain holder records for the selected fund.

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What you can do

Demo Investors screen showing holder records, search, filters, and portfolio values
  • Search and filter the investor list.
  • Add a new investor when onboarding a holder to the fund.
  • Edit investor details such as name, email, and wallet information.
  • Review investor-level details and activity.
  • Use View as investor to see the investor dashboard, statements, subscription notes, and governance pages exactly as that investor sees them.

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Adding an investor

Use Add Investor to create a new holder record. Enter the investor details carefully, especially email and wallet information, because these fields affect login, records, and fund operations. Demo Add Investor modal showing the onboarding form structure After saving, confirm the investor appears in the list and open the record to verify the entered information.

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Editing an investor

Open the investor record, update the relevant fields, and save. The Tokenee Fund Platform validates editable fields before saving. If Save is disabled, review the required fields and formatting. Demo Investors screen showing an expanded investor record and available admin actions

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Viewing as an investor

Use View as investor when answering support questions or checking what a holder can access. The Tokenee Fund Platform switches into the investor experience and shows an impersonation banner so you know you are not in the normal admin view. Stop impersonating before making admin changes.