Manual Input Metrics
Overview:
Offering Preferences allows you to choose what you want to display on the Investor Dashboard. Some fields are pulled directly out of projects or are inputted manually. Below is where to update those within the platform. To update the fields, follow the article below.
Acquisition Price:
Projects Tab > Assets > Select Asset > Edit Asset (default landing page) > Acquisition Price
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
Closing Date:
Projects Tab > Select the Project > Project Actions > Edit Project (default landing page) > Close and Exit Dates
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
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)
OR
Projects Tab > Select the Project > Select the Class > Locate Desired Investor > Edit Investment (dropdown arrow next to the investor's name) > Shares
Estimated Disposition Date:
Projects Tab > Select the Project > Project Actions > Edit Project (default landing page) > Estimated Disposition Date
Fund Details:
Projects Tab > Select the Fund > Project Actions > Edit Project > Details
Estimated Internal Rate of Return:
Project Tab > Select the Project > Select the Class > Edit Class (located under the ellipses) > Estimated Internal Rate of Return
Next Distribution Date:
Project Tab > Select the Project > Select the Class > Edit Class (located under the ellipses) > View Advanced Options > Distribution Frequency
Preferred Return:
Project Tab > Select the Project > Select the Class > Edit Class (located under the ellipses) > Preferred Return
Property Value:
Locate the project on the homepage > enter property value
Remaining Investment Term:
Projects Tab > Select the Project > Project Actions > Edit Project (default landing page) > Close and Exit Dates