Offering Preferences

Sponsors can pick and choose which Investment Metrics will be shown on the Investor Portal under the My Investments, Open Investments and Closed Investments tabs. 

To choose which investment metrics to display, go to Investor Settings > Offering Preferences. These metrics are configured at the project level, not per individual class, and are set based on project status (Investing, Invested, Liquidated, or Syndicating).

Offering Tile Defaults are metrics that display on Investor Dashboards and are set in the left column (as pictured below).

Below is an example of metrics as they will appear on the Offering Tiles on the investor dashboard.

Offering Page Defaults are metrics that display on the expanded offering page when an investor selects 'View More Details' on the Offering Tile, and these metrics are set on the right column of the Offering Preference Page.  If the investor has placed investments in multiple classes, they will get information on both classes.  Note: It is a good idea to choose universal metrics that apply to the majority of your deals. If you choose to display a metric and no information is available for that class, the metric will display with a - through it, as pictured below. 

Below is an example of the Offering Page and the metrics that have been applied.

To rename any metrics, go to Investor Settings > Investment Metrics and select the pencil icon next to the metric.  Be sure to click Save at the bottom right of the page when changes are complete.  

Please see the attached PDF, which lists all of the Investment Metrics available along with descriptions and associated calculations, where applicable. 

Custom Metrics

For information on Custom Metrics, please click here.