Review a subscription
An Investor submitted the form. The subscription now waits on the deal until an Admin or Member reviews it. Nothing counts as committed until you accept it.
Open the transactions
Open the deal and choose Transactions. You can also reach a contact’s subscriptions from their Transactions tab in the CRM.
Open the pending one
The detail page shows the status, the deal, the ISIN, the amount, notes, and documents.
Check and decide
Check the documents and the amount, then accept or reject it.
Tell the Investor
Send the Investor a notification about the result.
If the amount is wrong, correct it on the detail page before you accept. At Northbridge Capital, an LP subscribed 250,000 euros to Lisbon Logistics Fund II after agreeing 200,000 on a call, so the analyst fixed the amount, added a note, and then accepted.
A draft that was never submitted can be cancelled from the same list. If an investor committed outside AMS, record that transaction from their investment profile in the CRM, so your totals stay right.