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Manager Support

Manager Support

If you are an Investment Manager, all the information you need to manage your investors, update your manager profile, and manage opportunities, can be found here.

95 articles

Getting Started

Manager and Admin Basics_{9 articles}

Keeping Your Admin Account Secure_{3 articles}

Portal Integrations_{3 articles}

Educational Series-Webinars

Webinars_{7 articles}

Using the Manager Portal

Quick Guide and Portal Overview

Dashboard Overview_{8 articles}

Key Features_{1 article}

Customizing Your Company's ProfileHelp articles for adding a track record & detailing your Profile_{7 articles}

Managing Fundraising Opportunities_{7 articles}

Exporting Portal Data_{2 articles}

Using Account & Contact Tags_{2 articles}

Investor Management

Managing Portal ContactsAdding/removing Contacts, sending welcome emails and more_{5 articles}

Managing Investor/Contact CredentialsResetting or setting investor/contact passwords and managing 2FA_{4 articles}

Uploading Investor Documents and Statements How to add documents for your investors to view from their portals_{2 articles}

Verifying InvestorsManually verifying investor accreditation and identity _{6 articles}

Investor Account ManagementCreating and managing investor investment accounts _{10 articles}

Investor ExperienceLearn how to impersonate an investor, and review frequently asked questions about the investor portal._{3 articles}

Managing Investments

Updating a pledged amountThis article outlines the steps Managers should follow in order to change an investor's pledged amount.

Managing Completed Investments_{4 articles}

Managing New Investments_{11 articles}