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For Managers: Navigating Your Portal

For Managers: Navigating Your Portal

Quick Guide and Portal Overview

7 articles
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Written by Aidee Barron and Lindsay Hodge

Quick Guide: Manager Portal

Quick overview of your manager profile
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Written by Aidee Barron. Updated over a week ago

Accounts

You can view and manage all of your investor's accounts from the Accounts page in the manager dashboard
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Written by Lindsay Hodge. Updated over a week ago

Investments

You can manage investments during your capital raise from the Investments page in the manager dashboard.
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Written by Lindsay Hodge. Updated over a week ago

Managing your Opportunity Page

You can view and manage your opportunity listings from the Opportunities page in the manager dashboard.
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Written by Lindsay Hodge. Updated over a week ago

Offerings

You can view and manage your offerings from the Offerings page in the manager dashboard.
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Written by Lindsay Hodge. Updated over a week ago

Reports

You can build, save, and download reports from the Reports page in the manager dashboard.
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Written by Lindsay Hodge. Updated over a week ago

Settings

You can customize your investor portal and connect your Hubspot account from the Settings page in the manager dashboard.
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Written by Lindsay Hodge. Updated over a week ago