Fund Details (Legacy Investor Portal)

Step 1: Select the Profile & Preferences icon at the top right side of the page. Select Investor Settings. Select the Dashboard Preferences tab.

Step 2: Scroll down to the Fund Details section. Toggle ON/OFF your desired settings. Select Save.

Funds have an enhanced fund details page which includes fields for Target Amount, Expected Investment Term, Average Return, Investments Capitalized, Region, and more.

Step 3: Click on the Projects tab. Click Project List. Select the desired Fund project:

 Step 4: Click the Project Actions tab. Select Edit Project:

Step 5: Go to the Details tab. Complete all the desired fields. Note the red asterisk indicates a required field, and these directly correlate with the toggles that were turned ON or OFF in Step 2:

Note the ability to add a Fund Image at the bottom of the page:

Select Save.