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Using the Investor CRM

This video explains the Investor CRM feature that Issuers have access to on the Polymath Capital Platform. It provides a walkthrough of where to find the Investor CRM and what information is visible for each investor in their Marketplace.

In This Article

  • What is the Investor CRM?
  • Information Shown in the Investor CRM
  • Using the Investor CRM - Video Demo

What is the Investor CRM?

A Customer Relationship Management (CRM) tool helps Issuers identify and connect with Investors in their Marketplace. The Investor CRM is a tool which stores key information about all Investors in a Marketplace, including their personal info, contact details, KYC and accreditation status, and a record of any documents they have signed as part of their investment in your Assets. 

As the issuer, you can access your Investor CRM on the Marketplace dashboard by clicking the Investor CRM button on the left-side menu.

Information Shown in the Investor CRM

The Investor CRM dashboard shows the following information:

  • Onboarded investors card: This section shows you the total number of investors who have registered for an investor account in your Marketplace.
  • Investor table: The table below shows you the personal information about each investor in your Marketplace.

The Investor table gives the following information about each investor:

  • Investor name and email address 
  • Investor type: A building icon is displayed next to the investor name if they are an institutional investor. Any investor without the building icon is considered an individual investor.
  • Account status: Whether the account is Active or has been Closed.
  • KYC / KYB Status: Shows the status of an Investor's KYC (for individuals) or KYB (for institutions) verification. All investors must be verified via KYC / KYB before making an investment.
  • Accreditation Status: If Accreditation is enabled in the Marketplace, an optional Accreditation field will display the status of an investor's accreditation submission.
  • Date Created: The date this investor registered for an investor account in your Marketplace.

Clicking on any investor's name will pull up their Investor Account Details, which shows the following detailed information:

Personal Information

  • Full name
  • Date of birth
  • Citizenship
  • Country of residence
  • Email address
  • Phone number
  • Residential address

KYC Information

  • KYC status
  • KYC expiry (if applicable, otherwise blank)
  • Documents submitted during KYC verification. Click View Documents to inspect the investor's document submissions

Accreditation Information

  • Accreditation Status, if accreditation is enabled in the Marketplace. 
  • Documents submitted during accreditation request, if applicable. Click View Documents to inspect the investor's document submissions
    • To revoke an investors Accreditation, click the three dot icon then click Revoke accreditation.
  • Accreditation events history with timestamps 

Polymesh Account

  • Polymesh Public Key and Digital ID (DID) for the Investor's self-custody wallet on the Polymesh blockchain network.

Using the Investor CRM - Video Demo

This video provides a walkthrough of how to locate the Investor CRM and navigate the various information and features contained within it: