Fundstack allows for People profiles to be created in a matter of seconds. The platform's proprietary data-enrichment algorithm auto-populates data, saving you valuable time and ensuring better quality reporting.

The more People you add, the more useful Fundstack becomes. Once you have our email integration setup, forwarded emails will begin to be automatically attached to relevant People.

Adding a PersonĀ 

When you add a Person, Fundstack automatically pulls in information about them (i.e. bio and social media accounts).

Navigate to the People tab and click 'Add Person'. Here is where you set which Lists and Categories you want the Person to enter and which Person Type you wish to have (this defines which custom fields will be available on the Person's page).

Removing a Person

You can delete a Person from their page.

In the Person's page view, click 'Edit' and then click 'Delete'. You'll need to confirm this action since it's permanent.

Note: Deletion actions are audited and visible to account admins, get in touch with us at support@fundstack.com to find out more.

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