How do investors access their portal?
Investors can access their portals by using the link you provided or by visiting the link in their welcome email. We recommend that users bookmark the link to their portal to avoid revisiting the welcome email every time they want to access their investments.
To send an investor your custom profile link, visit "Settings" from your Manager dashboard, then copy and paste the link listed next to Manager profile URL.
What details can investors view from their portal?
Investors can view several details pertaining to their investment with your company, including investment documents, statements, investment updates, holding information, and all details listed on your company’s profile.
What actions can investors take from their portal?
Investors can update their account information, change their distribution preferences, and contact your firm directly from the investor portal. They can also view their investment details and download investment documents or statements.
Can investors view your other open opportunities?
Investors can access all the details published on a company's manager profile, including any published opportunities, even if the investor has not participated in them.