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How to Activate Your Fund

Review the AUM or investor threshold required to activate a fund and learn where Fund Managers can find its promotion link and sharing options.

After creating a fund as a Fund Manager, your fund will not be activated immediately. To activate your fund, you must meet one of the following two conditions:

  1. Minimum Assets Under Management (AUM): Your fund must reach at least $2,000 USD (or equivalent currency), OR

  2. Minimum Number of Investors: At least 3 investors must subscribe to your fund

The Best Way to Activate Your Fund

The most reliable and direct way to activate your newly created fund is to share it across your networks immediately after creation. Consider these sharing options:

  • Post on social media platforms (X (Twitter), Facebook, etc.)

  • Send emails to friends and family

  • Use the embed feature to integrate the promotion link into your website

  • Download promotional images with QR codes that others can scan with their mobile devices


How do I find my fund promotion link?

Follow these simple steps:

  1. Log in to Client Portal

  2. Click Funds Management in the left navigation bar, then select Fund Manager

  3. Click My Strategies and locate the fund you want to promote

  4. Find the Share Fund button for that fund

  5. Choose your preferred sharing method to promote your fund


Why Active Promotion Matters

We encourage you to actively share and promote your fund. The more people who learn about and subscribe to your fund, the sooner it will be activated. Start sharing today to reach your activation goals faster!

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