Quick Guide and Portal Overview
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ProfileThis Article covers the options available in the Profile section of your portal.
ContactsThis article explains how to access the contacts page, review the activity of any listed contact, and exporting their information.
AccountsYou can view and manage all of your investor's accounts from the Accounts page in the manager dashboard
InvestmentsYou can manage investments during your capital raise from the Investments page in the manager dashboard.
OpportunitiesYou can view and manage your opportunity listings from the Opportunities page in the manager dashboard.
OfferingsYou can view and manage your offerings from the Offerings page in the manager dashboard.
ReportsYou can build, save, and download reports from the Reports page in the manager dashboard.
SettingsYou can customize your investor portal and connect your Hubspot account from the Settings page in the manager dashboard.
Customizing Your Firm's Profile
Help articles for adding a track record & detailing your Profile
Adding A Track RecordThis is an article that explains how to add a track record to your profile.
Manager Profile FAQsFrequently asked questions
Email NotificationsThe investor portal sends a number of email notifications out to investors on behalf of the manager.
Adding Profile ImagesThis article covers the different image options available in the Manager portal.
Add Your Brand Logo (Welcome Email Image and Browser Favicon)This article explains how to customize the design of your manager portal.
Adding Principals and Team Members To Your Firm's ProfileThis article covers how to add principals and team members to your Manager profile.
Opportunities Page OverviewYou can view and manage your opportunity listings from the Opportunities page in the manager dashboard.
Previewing an opportunity before listingThis article explains how to preview your firm's list opportunities, which allows you to view your profile as an investor.
Updating Opportunity Documents and funding instructionsThis article explains where admins can update opportunity documents and funding instructions.
Hiding an opportunityThis article explains how to remove an opportunity from your firm's profile.
Updating fundraising strategies and techniquesIn this article, we will explore how to update opportunity fundraising strategies and techniques.
Managing Your OpportunitiesThis article provides a guide on how to effectively manage your fundraising opportunities on the platform.
Opportunity ImagesThis article covers the topic of adding profile images.