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Fund Details - PDF

Fund Details
(Updated 05/18/2018)

Step 1: Click on your name at the top right. Click Investor Settings. Click the Dashboard Preferences tab.


Step 2: Scroll down to the Fund Details section. Toggle on/off your desired settings. Click 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 Equity tab. Click Project Summary. Find the desired Fund project. Click the Options icon. Click Edit Project. Go to the Details tab. Complete all the desired fields. Note the ability to add an image at the bottom. Click Save.


The Investor Dashboard has a fund details option for applicable projects. Click the Fund Details icon.


An example of a fund details page is below. This shows all investments that the fund has made.


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