The Flow platform makes it easy to organize your investors and sort your investors based on their status in the subscription process. The icons are easily sorted by clicking the "Status" on the far left of the platform and align themselves with the subscription process of sending the investment invitation, the investors selecting their investment profile and signing the documents, the investor contributing to the fund, and their documents countersigned by the managing partner
. Followed is a itemized list of the icons in the Status Bar, and their meaning in the platform.
Below is a breakdown of the icons and their meaning.
^The invitation email has been sent to the investor's inbox.
^Once the email has been confirmed to have been delivered to the investor's inbox.
^The Investor has opened the invitation email, but hasn't yet navigated to the platform to begin the subscription process.
^Once the investor navigates to the platform, but prior to them providing their information or signing documents, the icons will appear greyed out on their status bar.
^After the investor has filled out their investor profile which asks for all the required information for compliance purposes, the blue briefcase appears.
^After the investor has signed their documents, a blue pen icon appears.
^Once the platform has been updated to reflect their commitment into the fund, a green dollar emblem appears.
^After the countersign function has been triggered, the greyed-out countersign logo will appear. Once the docs have been countersigned the icon will appear green.
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