# Finalising an Investment Lifecycle

### Overview

Once an investment transaction has been fully processed end-to-end and all distributions have been made, administrators must finalise the opportunity. This guide walks you through the steps to mark an opportunity as "Settled" and subsequently "Complete," ensuring investors' portfolios are updated and the asset is properly archived.

### Before You Begin

{% hint style="info" %}
Ensure all distributions, payments, and administrative tasks related to the opportunity have been successfully processed before marking it as settled.
{% endhint %}

### Steps

#### Step 1: Navigate to Distributions

Open the specific opportunity you wish to finalise (e.g., "Test 2024") and navigate to the **Distributions** tab.

***

#### Step 2: Mark as Settled

Scroll to the bottom of the page and locate the **Mark as Settled** section. Click the **Mark as Settled** button.

This step indicates that all distributions to investors have been completed end-to-end.

***

#### Step 3: Confirm Settlement

A confirmation modal will appear, explaining that marking the opportunity as settled means all distributions have been completed, and it is the prerequisite for finalising the lifecycle.

Click the **Mark as Settled** button in the modal to confirm.

<figure><img src="/files/SlvpC3LbDqx8XLXQL2qS" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Once confirmed, the transaction is fully settled, and the investors' (consumers') views will be automatically updated to reflect this status.
{% endhint %}

***

#### Step 4: Mark as Complete

After the opportunity is successfully marked as settled, the section at the bottom of the page will update. Click the new **Mark as Complete** button to close off the transaction entirely.

***

#### Step 5: Confirm Completion

A final confirmation modal will appear. It states that marking the opportunity as complete will finalise the investment lifecycle, confirming all returns have been paid out, and will archive the opportunity.

Click **Mark as Complete** to finish the process.

<figure><img src="/files/uPagvMDgRCw3eo3XmJyT" alt=""><figcaption></figcaption></figure>

### What Happens Next

Once an opportunity is marked as complete, it is officially closed and archived. The investment lifecycle is finalised, meaning no further distributions or active management tasks are required for this specific asset.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://ctrlsuper.gitbook.io/ctrlsuper-docs/admin/finalising-an-investment-lifecycle.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
