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