Managing Your Opportunities

This article provides a guide on how to effectively manage your fundraising opportunities on the platform.

Updated over a week ago

After our Onboarding team establishes the foundation of your firm's profile and available opportunities, you can access your portal and navigate to the "Opportunities" section to make any necessary changes to the listed opportunities.

The Opportunities section displays the name, status, offerings, and security of each opportunity. This section also allows you to quickly see how many views each opportunity has received.

If you click on any of the listed opportunities, you will be able to view and edit several details, including:

  • The opportunity's overview (opportunities name, inception date, risk profiles, property types, investment types, program types and strategies)

  • Description

  • Images or videos

  • Documents (such as the Private Placement Memorandum & subscription packet)

  • Funding instructions (wire instructions documents are to be updated here)

After making changes you can preview the changes by clicking on the preview button.

If you notice any other changes that need to be made, simply click on continue editing to return to the opportunities creation page.

Updating the status of an Opportunity

As an admin you have the ability to update the status of opportunities, which informs your profile visitors whether the opportunity is open, funded, coming soon, or in full cycle.

To do this complete the following:

  1. Sign into your admin profile

  2. Click on Opportunities

  3. Navigate your cursor to the right of the page

  4. Click on the Opportunity status dropdown menu

  5. Select the desired status

  6. Click Save at the bottom of the page

Hiding or displaying an opportunity on your Manager profile

To ensure that opportunities are visible to profile visitors, click the Viewable on manager profile option and then click save at the bottom of the page.

To hide any listed opportunities simply uncheck the visibility button and click save.

๐Ÿ’ก Please note that all details added to this page will be visible to all potential investors once you choose to display the opportunity on your firm's profile.

Did this answer your question?