After creating a fund as a Funds Manager, your fund will not be activated immediately. To activate your fund, you must meet one of the following two conditions:
Minimum Assets Under Management (AUM): Your fund must reach at least $2,000 USD (or equivalent currency), OR
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 to Find Your Fund Promotion Link
Follow these simple steps:
Log in to Client Portal
Click Funds Management in the left navigation bar, then select Funds Manager
Click My Strategies and locate the fund you want to promote
Find the Share Fund button for that fund
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!