Add a new Investor – Special case (email already exists)

We are now looking at the special case when you try to add an email that already exists on the platform. There
are two scenarios how this can happen:

Scenario 1 - Investor name spelled differently: It might be that a regular investor is already on the platform,
but you did not find him, because his name is spelled slightly differently (or you did not search at all). In this
case the email already exists, you most likely will ‘link’ the investor, i.e. add him to your list of ‘linked investors’
(that would have automatically happened with a new investor) and proceed to his profile.

Figure 3.8 – Add new investor – Email exists

Scenario 2 – Investor is hidden: If you try to add an investor, respectively an email that exists on the platform,
but was not visible to you, as ‘hidden’ by another issuer you will get the dialogue below and most likely will
‘link’ the investor. The ‘hidden’ investor is still hidden to the public and regular Admin users.

Figure 3.9 – Add new investor – Hidden