Table of contents
Creating a Funder
A “Funder” is a company that provides funding on the Platform. If you are the Platform Administrator your organisation is usually also a Funder on FinverityOS. It's one of two Company types available on FinverityOS, and the first step in setting up your Deal.
By creating a Funder profile on the platform:
you ensure that all details related to these companies are stored in one, centralised place
they can then be linked to one or many transactions
In this Guide, we will walk you through below steps:
Adding the Company’s legal entity details
Adding Directors, Owners, and Representatives
Uploading Documents
Adding & Inviting users
Adding Bank Accounts
Activating the Funder