Our brand-new portal design allows you to exceed investor expectations with investment transparency, attract new capital, and deliver critical communications through a simple, modern portal. We recommend you follow the Best Practices listed below to assist you in the roll out of the new design to your investors.

(PDF version available for download) 

Best Practices

  1. Preview the portal with default theming before you begin making changes
    • Masquerade as an investor to get the full preview experience.
    • Begin configuring your portal in the ‘New Investor Settings’ and continue to masquerade as you make updates to see your changes take effect.
  2. Attend live training sessions and complete in-app walkthroughs
    • Office Hours are 1-hour sessions where you can follow along & interact with an IMS Customer Success team member while learning how to set up and configure your portal.
    • Sessions are hosted weekly and we recommend registering for as many sessions as needed until you’ve configured your portal to meet your satisfaction. Register for a Tuesday Session from 2-3 PM EST or a Thursday Session from 4-5 PM EST.
  3. Complete the Investor Portal 2020 Launch Checklist
    • Follow along guide to complete the technical set up required to launch your Investor Portal
  4. Communicate the changes to investors
    • We recommend sending communication to investors prior to launching the portal, at the launch of the portal, and after the launch so that your investors are well informed, even if they miss an email.
    • On page two of this guide, we have written 3 email scripts you can choose to use or customize when emailing your investors.
  5. Wrap up any open, short-term raises on the legacy portal design
    • If you are in the middle of a short-term raise, we recommend completing the raise before switching designs, so investors are not as overwhelmed in the transition.
    • If you will be hosting a new offering at the launch of your new portals or are a fund operator with long-term raises, we recommend providing investors with plenty of support content further explaining how to navigate the raise during the transition.
  6. Instill trust with investors by providing plenty of support and resources
    • Consider hosting your own Launch Webinar thru Zoom or Google Hangouts to introduce the portal to investors and answer any questions.
    • Use free video recording software such as Loom to record short demonstrations to send to investors.
    • Familiarize yourself with Investor Support articles in the Help Center that can be distributed to investors. Or, use the IMS Help Center content as a guide and create your own support content to send to your investors with your own screenshots and logo.
    • Reassure investors that they do not need to do anything new to access their new portal. The new portal will be a simple URL redirect which means website URLs or links in emails will all forward to the new portal.
  7. Do a final preview and masquerade before you launch your portal
    • Preform a final quality check by masquerading as an investor to ensure your portal looks and operates the way you configured it. Make any final adjustments as needed.
    • Understand once you launch the new portal, your investors will not be able to access the previous design and all URLs will redirect to the new design. You can continue to make adjustments and add new content in the future, but you cannot go back to the old design.
    • Remember, all the content they are accustomed to on the legacy design will be on the new portal plus so much more!

 

Sample Email Scripts

Feel free to use and customize the email scripts below when communicating about the new Investor Portals to your investors. Using Bulk Email in IMS, you can create an announcement to send to hundreds of investors quickly and easily. Please keep in mind, the following is only an example and will need to be modified to match your firm's information. The areas in red are meant to be customized by the Sponsor.

 

Prelaunch Announcement (2 weeks before portal launch)

 

Subject Line: Enhanced Investor Portal Experience Coming Soon!

Dear [INVESTOR NAME]


We are excited to announce your Investor Portals will soon have an enhanced user interface and new features available to help you manage and monitor your investments with us. We believe the updated design will help improve communication and engagement with you, our capital partners. You can look forward to better investment monitoring, improved portfolio reporting, and instantaneous email tracking. 

We are expecting the enhancements to the portal to be available on insert date/ in the next coming weeks. You will continue to access the portal through the same website and logins you do now. Here is the link if you’ve forgotten how to access your portal: investors.____.com (fill in your specific domain name).

No further action is needed from you at this time. Stay tuned for additional announcements coming soon!

Name

Title

Contact Information

 

 Launch Announcement (day of portal launch)

 

Subject Line: Enhanced Investor Portal Now Available!

Dear [INVESTOR NAME]

Your enhanced Investor Portal is now available for you to login and begin using! The enhancements include a modernized user interface and new features available to help you manage and monitor your investments with us. We encourage you to login into your portal and explore all that it has to offer such as better investment monitoring, improved portfolio reporting, and instantaneous email tracking. 

Although the design of the portal will look different, you will notice your account still includes current and past investments, historical distributions and transactions, important documentation, and any contact information you’ve loaded into your portal.

To help you get started, we have attached three references guides that we think you will find useful. (Please note, the account featured in these reference guides is just an example and your individual account view may vary.)

New Investor Portal Overview & Tour

How to Place an Investment

How to Locate K-1s and other Documents

[INSERT PORTAL LOGIN BUTTON]

We hope you enjoy the new interface and find the additional features valuable. If you have any questions regarding your Investor Portal, please don’t hesitate to contact us. (leave contact information here)

Name

Title

Contact Information

 

 

Launch Announcement (3-4 weeks after portal launch)

 

Subject Line: Have You Seen Your Enhanced Investor Portal? 

 

Dear [INVESTOR NAME]

Have you seen our new and improved Investor Portal yet? The new design has enhanced functionality and features to help you manage and monitor your investments better than ever before! We encourage you to login into your portal and explore all that it has to offer such as better investment monitoring, improved portfolio reporting, and instantaneous email tracking. 

We recommend you view the reference guide: New Investor Portal Overview & Tour as you get started. (Please note, the account featured in these reference guides is just an example and your individual account view may vary.)

[INSERT PORTAL LOGIN BUTTON]

We hope you enjoy the new interface and find the additional features valuable. If you have any questions regarding your Investor Portal, please don’t hesitate to contact us. (leave contact information here)

Name

Title

Contact Information

 

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