We have made it easier for you to view the profiles of the managers with whom you have invested. After logging into your portal, you will be taken directly to your managers' profile overview.
From Overview, you’ll be able to view all the details available on your Investment Managers profile. These details include:
The Mangers profile images
Description of the Managers investment goals and investment strategy
The Managers profile video
The Managers Listed Opportunities
The Manager Details (Principal experience, real estate experience, etc.)
Managers Team
The Managers Track Record (Up to Managers discretion)
Viewing A Manager Description Overview
To view a manager's profile description, which can include detailed background information, follow the instructions below:
After logging into your portal, scroll down to the Overview section (pictured below).
View A Managers Listed Opportunities From Their Profile
If you are looking for another open opportunity to invest in or simply want to browse your Managers open opportunities, follow the instructions below.
Scroll down to Opportunities from the Overview landing page
Or you can click on Opportunities from the top menu in your portal
Viewing The Details Listed On A Managers Profile
Investment Managers can add several details to their profiles to help you understand their strategy, background and investment goals. Some of the details that may be available on a Managers profile are pictured in the example below. To view these details for a Manager that you’ve invested with, complete the following:
Scroll down to Details from your Overview page
Viewing an Investment Managers Team
Investment Managers can opt to display certain Team member details so that investors know more about their firm. This can include a photo, and brief background description of any Team members. To view this information for a Manager that you’ve viewed or invested with follow the instructions below:
Scroll down to Team from your Overview page
Viewing A Managers Track Record
Most Investment Managers will list their firms Track Record on their profile. A Track Record is a quantitative spreadsheet or list of records that go over key financial metrics for any or all assets an investment manager has deployed capital into. To view this information for a Manager that you’ve viewed or invested with follow the instructions below:
Scroll down to Track Record from your Overview page
