Investor Settings Tour
Overview
Investor settings are where most investor related settings are held, that will allow you to adjust different options in regards to investor permissions, investor notifications and/or emails, metrics, investor portal design, and waterfall/distribution preferences.
To find Investor Settings, click on your name at the top right. Click Investor Settings.
Content Tab
From the Content tab, you can update the landing page that 'About Us' on the investor portal will link to. We recommend linking to your company's main website or company website geared towards investors.
You can also update the fields needed for new Investor Accounts to register from the portal. The system will automatically require a Full Name and Email Address but we recommend turning on additional settings that meet your company's needs. You can also change the language displayed for the 'sign up' button as well as the 'offerings' button.
Dashboard Preferences
Dashboard preferences can be customized for metrics displayed on the investor portal. By toggling the options on and off, investors will have different metrics on projects shown on their portals.
Example
To see additional details on customizing dashboard preferences, click here.
Offering Preferences
Here, you can also choose your preferred contribution payment types, and methods that an investor can receive distribution payments.
Portal Notifications
Customize notifications investors receive based off different events. Notifications will either be email or status notifications on the platform. We recommend customizing the Investor Invitation email to mirror branding and set up instructions that pertain to your company. For more details on how to customize your invitation emails, click here.
Example of an Investment Confirmation Notification:
Project Preferences
Here, you can choose project status names for Investing, Invested, Syndicating and Liquidated projects. The Other option will populate a field to the rate for a custom status name if it is not in the dropdown options.
*These statuses will also be displayed on the bottom of the Investor Platform Tile as the link text, unless overridden by the default options.
This preferences tab also allows Sponsors to choose how investor dollars are displayed, whether that is rounded to the nearest whole dollar or with cents. You can also choose how the investment amounts are displayed; either the original amount or the net return of capital.
Statement Templates
The statement templates tab allows you to create, edit, and design custom statement templates to send out to investors.
When clicking on "Create Template," you are provided with a variety of customization options such as template name, color options, image uploading, and the body text. This allows you to save specific templates for different scenarios, so that you may use them more than once without having to recreate the template each time.
Themes
The themes tab will allow you to adjust the theme of your IMS Investor Portal, which includes adjusting the color profile of the investor portal, and adding your own look and feel to the portal, to match your preference.
Waterfall/Distribution Preferences
Here, you can choose your rounding preference and whether any excess funds will be retained or distributed after rounding. You can also choose when you would like your preferred return accrual calculation and when you would like to display your unpaid preferred returns.
eSignature Preferences
eSignature preferences has a couple of options for preferences regarding eSignatures. The two options available on old portal are as follows:
1. Attach Final Document to Signatures Received Email
This option will attach the final, signed document to the signatures received email for investors to reference, if needed.
2. Send Signatures Received Emails to Investors
Selecting the option to send signatures received emails, will then opt in for investors to receive an email stating that you have received their signatures when signing through an eSignature document.
