You can add a note to an allocation in two ways.
Option 1: When Creating an Allocation
Navigate to Registry, then Capital Raise.
Select the relevant Capital Raise.
Go to the Committed tab.
Click Create allocation request to start a new allocation.
Add a note during the setup process.
Option 2: After an Allocation Has Been Created
Navigate to Investing Entities.
Select the investor whose allocation notes you want to add or edit.
Go to the Orders tab.
Locate the relevant allocation.
Click the ellipses icon (...) next to the allocation.
Select Edit Note to update or add to the existing note.
Once you have entered your note, click Confirm to save it to the allocation.
Note: For more information on creating and managing allocation requests, please refer to our detailed guide here.
If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.