You can add a note to an investment application in two ways.
Option 1: When Creating an Investment Application
Navigate to Registry, then Capital Raise.
Select the relevant Capital Raise.
Go to the Applications tab.
Click Create Application to start a new investment application.
Add a note during the setup process.
Option 2: After an Investment Application Has Been Created
Navigate to Investing Entities.
Select the investor whose application notes you want to add or edit.
Go to the Orders tab.
Locate the relevant investment application.
Click the ellipses icon (...) next to it.
Select Edit Note to update or add to the existing note.
Once you have entered your note, click Confirm to save it to the application.
Viewing the note
The note appears in two places:
In the Orders list, in the note column.
On the investment application's detail view, where it is shown read-only. To change it, use the Edit Note action from the list as described above.
Note: Each order holds a single note. Editing the note replaces the existing text rather than adding a new entry, so include any earlier detail you want to keep. This differs from notes on accounts and investing entities, which keep a history of separate notes.
Note: For more information on creating and managing investment applications, 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.