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