Sometimes your offering may require additional capital from a given investor.
If an investor wants to add more capital after their initial investment, you can request an additional investment through the Alto Issuer dashboard.
What Is an Additional Investment?
An additional investment enables an investor who has already made their initial commitment to contribute more funds to the same offering, as long as it remains open for additional capital.
How Investors Get Started with an Additional Investment
Only issuers can start an additional investment. Investors need to notify the issuer if they want to increase their commitment.
Issuer Steps: Creating an Additional Investment
Follow these steps to initiate an additional investment for an investor through your Alto Issuer dashboard:
Step 1: Log Into Issuer Account
Step 2: Navigate to the Offering
- Click the name of the offering where the investor is adding capital.
Step 3: Select the Investor
- Scroll down to the Investors section and click the investor's name.
Step 4: Create Additional Investment
- On the Investment Details page, click + Create Additional Investment.
Step 5: Enter the Amount & Sign
- Enter the amount the investor wants to commit and provide your e-signature.
- Click Request Investment Increase to complete the submission.
Next Steps for the Investor
Once the additional investment request is created:
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Email Notification: The investor will receive an email notification from Alto about the additional investment.
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DOI Process: The investor logs into their Alto dashboard and completes the Direction of Investment by e-signing again to approve the added funds.
No Additional Investment Fee: At this time, Alto does not charge an additional investment fee.