Update Investment Tile Information (Investor Portal 2020)

*Please note - this article contains information on the new Investor Portal experience. 


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You may want to edit the information on a project tile after it has been published. You can add or edit information on each individual tile by following these steps:

Click on Projects, then Project Summary. Select the Project you wish to edit.

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Click on the applicable Project and Entity

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Click on the “…” action button of the entity. Click Edit Classes.

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The Entity Editor will open and from here you can update class details. 

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Scrolling down the page, you get to the Investment Details section. Here is where you can update the project tile display name and additional marketing.

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Here is how it displays on the Investor Dashboard for reference. 

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The Promotion Section of the tile includes the ability to add marketing text or include a funding percentage graph which will show how much left the offering has to raise until it's complete.

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To configure Investment Metrics to display on Investor Dashboards, please see the article Offering Preferences.
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