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

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

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.