Entrepreneur Knowledge Base

The Entrepreneur Knowledge Base provides an overview for entrepreneurs on how to use and navigate PFAN’s Climate Invest Project Management System. 

 If you have any additional questions or face any problems, please contact support@pfan.net. 

 

Reset or create your password 

Please navigate to the Climate Invest landing page (https://climate-invest.fluxx.io) to reset or create your password. 

After clicking the link under the ’Sign in’ button, a new window will open asking for your email address. Please use the email address you were registered with in Climate Invest. 

You will receive an email with a link to set a new password for your Climate Invest account. You will automatically be logged in to your account after resetting/creating your password. 

Please also check your spam/junk folder for an email from Climate Invest if you do not receive it in your inbox. 

 

Update your personal information 

Climate Invest stores information about users and their linked organisations.  

To update your personal information, please navigate to PEOPLE > My Profile and click the ‘Edit’ button on the top left of the form. Please do not forget to save after updating your personal information. 

To update your organisation’s information, please navigate to ORGANIZATIONS > My Organization and click the ‘Edit’ button on the top left of the form. 

Please keep your personal data on Climate Invest up to date, as it is used for the contracting and invoicing processes! 

 

Add/amend your bank account 

Your bank account information is required to ensure smooth processing of your invoices by the PFAN team. 

Please navigate to PEOPLE > My Profile on the grey menu bar on the left side of your screen. On top of the form, click the ‘+’ sign next to the ‘Bank Accounts’ headline. Please insert all relevant information into the pop-up window. Please be aware that the ‘Name of the Account Holder’ needs to be identical to the name stated in your contract. 

 You can amend the information provided through clicking on the blue link that appears after saving. 

 

Log out of Climate Invest 

Due to sensitive data about yourself, your organisation and the projects you are coaching, we advise that you log out of Climate Invest when you are not actively working in the system anymore. 

In order to log out, please click to the cogwheel on the bottom left of the portal page and select ‘Logout’. 

 

 

Submit an application 

Once you have completed your application and uploaded all relevant documents, you need to submit your application. 

In order to do so please navigate to ‘Drafts’ in the APPLICATION DRAFTS section and click ‘Submit’ on the bottom left of the screen. Please do click OK in the pop-up window to complete your submission. You may optionally add a message in the pop-up window. 

  

Error messages 

Specific fields and documents on the application form are mandatory. If you are trying to submit your application without having filled out all mandatory fields, the system will show an error message or compliance warning on top of the form. 

In case an error message shows, please scroll through the form to find a the field missing information or the document that is missing. These fields/documents will show in bold and red. 

Please submit your application again after adding the missing information/document. 

 

 

Sent back applications 

If your application is missing required information, the PFAN team can decide to send the application back for your review. 

Please navigate to ‘Sent Back for Revision’ in the APPLICATIONS section to access the sent back application. The ‘Edit’ button is located on the top left of the form. 

Please re-submit your application after you have addressed the open questions from the PFAN team, which are displayed on the top of the application form as well as in the email notification you received. 

 

 

Projects 

 

Find your projects 

Once the coaching contract with your assigned advisor has been signed, your application will be deemed a project. To access all your active projects, please navigate to ‘Active’ in the PROJECTS section. While all projects with an active contract will be displayed under ‘Active’, projects with a completed contract will be displayed under ‘Closed’. 

If you have multiple active projects, you can select the specific project through clicking on the small overview box of the respective project. 

 

Find and edit reports assigned to you 

A specific set of deliverables has been defined in the contract with your assigned advisor. After signing the contract, the PFAN team will create reports for the specific deliverables and assign them to you. 

To find all reports that you need to work on, please navigate to ‘To Submit’ in the REPORTS section. You can choose the specific report you would like to work on through clicking on the small overview section.

The ‘Edit’ button can be found on the top left of the screen while the ‘Save’ button is located on the bottom left of the screen. 

Please do not forget to save your report regularly – Climate Invest does not have an auto-save function. 

 

 

Submit your report 

After providing all required information and documents, please go ahead and submit your report by clicking on the ‘Submit’ button on the bottom left of your report. 

You will receive an email notification confirming the successful submission of your report. 

 

 

Tipping Point request

Tipping Point Technical Assistance (TPTA) is a flexible form of support which is designed to overcome late-stage development obstacles and help projects achieve financial close. It is predicated on a results-based funding approach, which finances defined outputs and deliverables instrumental in helping the project reach financial close. Please find a detailed guide including all relevant information, such as eligibility criteria in the Guidelines Document.  

If your project is eligible for Tipping Point Technical Assistance, please navigate to your project card under ‘Active’ in the PROJECTS section. You will find a ‘Request Tipping Point Facility’ button on top of your project card. 

A new Tipping Point Request will open after clicking the button. You can find your Tipping Point Request under ‘New’ in the TIPPING POINT FACILITY section of the portal. The ‘Edit’ button is located on the top left of the form. 

Please do not forget to save your edits – Climate Invest does not have an auto-save function. 

 

Error messages

Specific fields and documents on the application form are mandatory. If you are trying to submit your application without having filled out all mandatory fields, the system will show an error message or compliance warning on top of the form.

In case an error message shows, please scroll through the form to find a the field missing information or the document that is missing. These fields/documents will show in bold and red.

Please submit your application again after adding the missing information/document.

 

Sent back applications

If your application is missing required information, the PFAN team can decide to send the application back for your review.

Please navigate to ‘Sent Back for Revision’ in the APPLICATIONS section to access the sent back application. The ‘Edit’ button is located on the top left of the form.

Please re-submit your application after you have addressed the open questions from the PFAN team, which are displayed on the top of the application form as well as in the email notification you received.

General

Please navigate to the Climate Invest landing page (https://climate-invest.fluxx.io) to reset or create your password.

After clicking the link under the ’Sign in’ button, a new window will open asking for your email address. Please use the email address you were registered with in Climate Invest.

You will receive an email with a link to set a new password for your Climate Invest account. You will automatically be logged in to your account after resetting/creating your password.

Please also check your spam/junk folder for an email from Climate Invest if you do not receive it in your inbox.

Climate Invest stores information about users and their linked organisations.

To update your personal information, please navigate to PEOPLE > My Profile and click the ‘Edit’ button on the top left of the form. Please do not forget to save after updating your personal information.

To update your organisation’s information, please navigate to ORGANIZATIONS > My Organization and click the ‘Edit’ button on the top left of the form.

Please keep your personal data on Climate Invest up to date, as it is used for the contracting and invoicing processes!

You bank account information is required to ensure smooth processing of your invoices by the PFAN team.

Please navigate to PEOPLE > My Profile on the grey menu bar on the left side of your screen. On top of the form, click the ‘+’ sign next to the ‘Bank Accounts’ headline. Please insert all relevant information into the pop-up window. Please be aware that the ‘Name of the Account Holder’ needs to be identical to the name stated in your contract.

You can amend the information provided through clicking on the blue link that appears after saving.

Due to sensitive data about yourself, your organisation and the projects you are coaching, we advise that you log out of Climate Invest when you are not actively working in the system anymore.

In order to log out, please click to the cogwheel on the bottom left of the portal page and select ‘Logout’.


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