Route investors to the right share class automatically

By the end of this guide you'll have set up amount-based share class routing on a fundraise, so each investor is automatically assigned the share class that matches their committed amount — no manual class picking, and no way for an investor to end up in a tier their commitment doesn't qualify for.

How amount-based routing works

By default, a fundraise doesn't route: you choose each opportunity's share class yourself, exactly as described in Create a fundraise. When you switch a fundraise to route by commitment amount, each share class linked to the fundraise carries a minimum commitment amount instead. Together the minimums form a ladder from the highest tier down to the lowest, and an investor's committed amount resolves to the class with the highest minimum that the amount meets or exceeds.

For example, say your tiers are 1,000,000, 500,000, 100,000, 50,000, and 10,000:

• A commitment of 75,000 resolves to the 50,000 tier — the highest minimum the amount clears. Amounts between two tiers always round down to the lower tier.
• A commitment of exactly 500,000 resolves to the 500,000 tier. Meeting a minimum exactly is enough — the comparison is inclusive.
• A commitment of 1,200,000 resolves to the 1,000,000 tier, the top of the ladder.
• A commitment of 5,000 doesn't match any class. Amounts below the lowest tier are rejected as below the minimum investment.