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How do I edit or delete an investor in a Fundraising pipeline?
How do I edit or delete an investor in a Fundraising pipeline?

Learn more for managing the existing investors in your Visible Fundraising pipelines

Matt Preuss avatar
Written by Matt Preuss
Updated over 3 months ago

To edit the details for an investor you have in a fundraise, simply hover over the respective investor and click into their name as shown below:

From here, you'll be able to edit any of their properties and fields.

To delete the investor, you should click on the three horizontal dots in the top right and click Delete investor

You will see a confirmation message. Click Delete investor

The investor will then be removed from your pipeline. Let us know if you have any questions. We are happy to help.

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