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  • New Offering Checklist
  • New Offering Checklist (Legacy Investor Portal)
  • Add a New Offering
  • Private Equity Raise
  • Private Equity Raise (Legacy Investor Portal)
  • How to Update Project Tile Information (Legacy Investor Portal)
  • Min & Max Payment Thresholds and Oversubscribing on Offerings
  • Minimum & Maximum Payment Increment Preference (Legacy Investor Portal)
  • Oversubscribe a Class in a Project (Legacy Investor Portal)
  • Adding Check and/or Wiring Instructions
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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.

Screenshot_2022-06-10_162235.png

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

Screenshot_2022-06-10_162731.png

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:

Screenshot_2022-06-10_163407.pngScreenshot_2022-06-10_163753.png Step 4: Click the Project Actions tab. Select Edit Project:

Screenshot_2022-06-10_163953.png

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:

Screenshot_2022-06-10_164455.png

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

mceclip0.png

Select Save.

 

 

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  • Building a Fund Project
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  • Investor Portal Launch Checklist (Implementation Clients)

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