Investors are the entities that own or fund loans on the Peach platform. Use the Investors page to create investor records, manage their contact information, and designate a default investor for your company. Investor assignments affect loan access controls — employees assigned to specific investors can only view loans belonging to those investors.
Availability: Requires the beta toggle to be enabled. If you don't see Investors in your sidebar, contact Peach support. Required permissions: investor:list, investor:read (to view); investor:create (to add); investor:update (to edit)
From the Admin Portal sidebar, select Investors. The list displays all investors for your company.
| Column | Description |
|---|---|
| Investor ID | The Peach-assigned investor identifier (IR-XXXX-XXXX). |
| Legal Name | The legal name of the investor entity. |
| External ID | Your company's internal identifier for the investor. |
| Contact Name | The name of the primary contact for this investor. |
| Contact Info | The contact email and phone number. |
Use the search bar to find investors by name, ID, or other visible fields. Select the column management icon to show, hide, or reorder columns.
- From the Investors list, select + New. The Create New Investor dialog opens, organized into Basic Information, Contact Information, Address, and Settings sections.
- Fill in the investor details (see field reference below).
- Select Create Investor. You're taken to the new investor's detail drawer.
- From the Investors list, select an investor row to open the detail drawer.
- The drawer displays all investor information, including contact details, address, and the default investor setting.
- Select Edit to modify fields.
- Select Save to apply changes, or Cancel to discard.
If you have unsaved changes and attempt to close the drawer or select Cancel, a confirmation dialog titled "You have unsaved changes" appears with the message "Are you sure you want to exit? Your changes will not be saved." Select Exit to discard your changes, or Cancel to continue editing.
| Field | Description | Required | Values / Format |
|---|---|---|---|
| Legal Name | The legal name of the investor entity. | Yes | Text |
| External ID | Your company's internal identifier for this investor. | No | Text |
| Contact Name | The name of the primary contact person. | No | Text |
| Contact Email | The email address for the primary contact. | Yes | Valid email address |
| Contact Phone | The phone number for the primary contact. | No | Phone number (minimum 10 digits) |
| Address Line 1 | The primary street address. | Yes | Text |
| Address Line 2 | Additional address information (suite, unit, etc.). | No | Text |
| City | The city. | No | Text |
| State | The state or region. | Yes | Dropdown |
| Postal Code | The postal or ZIP code. | Yes | Text |
| Country | The country. | Yes | Dropdown |
| Default investor | Whether this investor is used as the default when no specific investor is designated for a loan. | Yes | Radio (True / False) |
The following fields are read-only:
| Field | Description |
|---|---|
| Investor ID | The Peach-assigned identifier. |
| Created at | The date and time the investor was created. |
| Updated at | The date and time the investor was last modified. |
- Manage settlement instruments
- Manage loan tapes
- Manage employees (investor assignments affect employee loan access)
- Peach API — Investors