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Updating Project Data on Investor Dashboards

Overview:

Dashboard Preferences allow you to choose what you want to display on the Investor Dashboard and also the naming convention for each. Some fields are pulled directly out of projects or are inputted manually. Below is where to update those within the platform. 

 

Acquisition Price:

Projects Tab > Assets > Select Asset > Edit Asset (default landing page) > Acquisition Price

Screen_Shot_2019-06-10_at_2.34.01_PM.png

Amount Invested:

Projects Tab > Select the Project > Select the Class > Locate Desired Investor > Edit Investment (dropdown arrow next to the investor's name) > Invested Amount 

Screen_Shot_2019-06-10_at_2.35.37_PM.png

 

 

 

Closing Date:

Projects Tab > Select the Project > Project Actions > Edit Project (default landing page) > Close and Exit Dates

Screen_Shot_2019-06-10_at_2.26.24_PM.png

 

Date Invested:

Projects Tab > Select the Project > Select the Class > Locate Desired Investor > Edit Investment (dropdown arrow next to the investor's name) > Date Placed

Screen_Shot_2019-06-10_at_2.35.37_PM.png

Entity Ownership:

Projects Tab > Select the Project > Select the Class > Edit Class > Add/Edit Equity Class > Select the Investor > Update Shares (better for updating multiple investors)

Screen_Shot_2019-06-10_at_2.43.07_PM.pngOR

Projects Tab > Select the Project > Select the Class > Locate Desired Investor > Edit Investment (dropdown arrow next to the investor's name) > Shares

Screen_Shot_2019-06-10_at_3.01.01_PM.png

Estimated Disposition Date:

Projects Tab > Select the Project > Project Actions > Edit Project (default landing page) > Estimated Disposition Date

Screen_Shot_2019-06-10_at_2.47.06_PM.png

Fund Details:

Projects Tab > Select the Fund > Project Actions > Edit Project > Details 

Screen_Shot_2019-06-10_at_2.48.35_PM.png

 

Internal Rate of Return:

Project Tab > Select the Project > Select the Class > Class Preferences (located under the ellipses) > internal rate of return 

Screen_Shot_2019-06-10_at_2.50.22_PM.png

 

Next Distribution Date:

Project Tab > Select the Project > Select the Class > Class Preferences (located under the ellipses) > Distribution Frequency 

Screen_Shot_2019-06-10_at_2.51.53_PM.png

 

Preferred Return:

Project Tab > Select the Project > Select the Class > Class Preferences (located under the ellipses) > Preferred Return 

Screen_Shot_2019-06-10_at_2.53.38_PM.png

Property Value:

Locate the project on the homepage > enter property value 

Screen_Shot_2019-06-10_at_2.56.18_PM.png

Rate of Return:

Project Tab > Select the Project > Select the Class > Edit Sales Offering (located under the ellipses) > Offering Editor 

Screen_Shot_2019-06-10_at_3.02.01_PM.png

Remaining Investment Term:

Projects Tab > Select the Project > Project Actions > Edit Project (default landing page) > Close and Exit Dates

Screen_Shot_2019-06-10_at_2.26.24_PM.png

 

 

  

 

 

 

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