# Manage investors

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)

## View investors

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.

## Add an investor

1. From the **Investors** list, select **+ New**. The **Create New Investor** dialog opens, organized into **Basic Information**, **Contact Information**, **Address**, and **Settings** sections.
2. Fill in the investor details (see [field reference](#investor-fields) below).
3. Select **Create Investor**. You're taken to the new investor's detail drawer.


## View and edit an investor

1. From the **Investors** list, select an investor row to open the detail drawer.
2. The drawer displays all investor information, including contact details, address, and the default investor setting.
3. Select **Edit** to modify fields.
4. 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.

## Investor fields

| 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. |


## Related pages

- [Manage settlement instruments](/servicing-operations/admin-portal/admin-portal-settlement-instruments)
- [Manage loan tapes](/servicing-operations/admin-portal/admin-portal-loan-tapes)
- [Manage employees](/servicing-operations/admin-portal/admin-portal-employees) (investor assignments affect employee loan access)
- [Peach API — Investors](https://docs.peachfinance.com/api-docs/api-public/investors)