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Investor Dashboard Login and Tour (Invitation Focus)

Investor Dashboard Login and Tour

(Updated 01/05/2018)

INVESTOR INVITATION

Step 1: After receiving the Investor Invitation, use the Create Password link to confirm your e-mail address and to create your password.


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Step 2: Type in your desired password. Retype to confirm your new password. Make sure your password meets the requirements noted in the bullet points. Click Set Password. You are now all set to login. Feel free to bookmark this URL to easily access in the future.

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INVESTOR DASHBOARD

The Dashboard tab will contain investment information for each profile associated with your account. If you have more than one profile associated with your account, your dashboard will default to All Profiles (see arrow below). Click the All Profiles dropdown at the top to view additional profiles.

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The Activity tab will display investment, distribution, and transfer activity. You can search or filter activity by profile, investment, date range, and activity type. Note the Export button at the top right.

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The Documents tab will house documents associated with the selected profile(s). You can search or filter documents by profile, project, date range, and folder with the options to the left column. Simply click on the document you choose to view and it will open in a new tab. Save or print from there.

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The Offerings tab will contain any past or present offerings. If there are any active offerings, you can click Learn More and be prompted to the Deal Room.

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