How do I add management team?

• Navigate to My Business > Management Team and click on Add. 
• Enter information in fields and click on Add Manager Profile.
  The new Manager Profile is added to the list. 

If you need more information, please read the detailed answer below. 

The Management Profiles section is required by current regulations as part of a Private Placement Memorandum. On the My Business page, under the Management Team tab, an administrator for the Issuer is able to add, view, edit, and remove the profiles of team members, as well as view and edit their personal profile. The Issuer Personal Profile is automatically added to the Management Team upon account registration.

If an individual is listed as an officer of the company:

• They must be affiliated with the company full-time
• They should not have another full-time job. If so, they should be listed as an “advisor” or similar title to indicate the individual’s current role with the company
• Their employment with the issuing company should be verifiable on the management team member’s LinkedIn page, corporate website and/or other sources (publications, etc.)
• Their biographical information provided should be thoroughly described to give prospective investors a clear understanding of the individual’s contributions to the company

An offering will not be approved unless there is verifiable evidence linking all management team members to the company. Additionally, due diligence will be done on each management team member and major investor. 

For now, the members of the Management Team are added only for informational purposes and may not represent actual users on the platform.

There are two types of profiles in the Management Team:

• Manager (the number of Managers is unlimited)
• Personal (i.e., CEO and Primary Issuer Contact (“PIC”) who opened the iownit account)

To add a Team Member (Manager) to the Management Team, so that Compliance can conduct the “bad actor” check: 

1. Navigate to My Business > Management Team tab and click the Add button in the top right-hand corner of the page. 
2. Enter information in fields: 
   • Name, Role, Organization, Bi
   • Link to LinkedIn profile, Photo in PNG or JPEG format (optional)
3. Click the Add Manager Profile button.

The new Manager Profile appears in the list of profiles under the Management Team tab (see outlined in red in the screenshot below).