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  3. Investor Settings (Legacy Portal)

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Articles in this section

  • Investor Settings Tour
  • Terms and Conditions
  • Dashboard Preferences for Investor Portals
  • Offering Preferences - Payments and Banking Options
  • Customizing Portal Notifications
  • Themes and Preferences on Investor Portals
  • Manual Input Metrics
  • New Investor Portal Best Practices Guide
  • New Investor Portal Launch Checklist
  • Launch the New Investor Portal

Manual Input Metrics

Overview:

Dashboard Preferences allow you to choose what you want to display on the Investor Dashboard and also the naming convention for each. Some fields are pulled directly out of projects or are inputted manually. Below is where to update those within the platform. 

 

Acquisition Price:

Projects Tab > Assets > Select Asset > Edit Asset (default landing page) > Acquisition Price

Input_1.png

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 

Input_2.png

Closing Date:

Projects Tab > Select the Project > Project Actions > Edit Project (default landing page) > Close and Exit Dates

Input_3.png

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

Input_4.png

Entity Ownership:

Projects Tab > Select the Project > Select the Class > Edit Classes > Next > Add/Edit Equity Class > Select the Investor > Update Shares (better for updating multiple investors)

Input_5.pngOR

Projects Tab > Select the Project > Select the Class > Locate Desired Investor > Edit Investment (dropdown arrow next to the investor's name) > Shares

Input_6.png

Estimated Disposition Date:

Projects Tab > Assets > Select the dropdown arrow by the Asset > click Edit > scroll down to find Estimated Disposition Date

Input_7.png

Fund Details:

Projects Tab > Select the Fund > Project Actions > Edit Project > Details 

Input_8.png

Internal Rate of Return:

Projects Tab > Select the Project > Select the Class > Class Preferences (located under the ellipses) > internal rate of return 

Input_9.png

Next Distribution Date:

Projects Tab > Select the Project > Select the Class > Class Preferences (located under the ellipses) > Distribution Frequency 

Input_10.png

Preferred Return:

Projects Tab > Select the Project > Select the Class > Class Preferences (located under the ellipses) > Preferred Return 

Input_11.png

Property Value:

Locate the project on the homepage > enter property value 

Input_12.png

Rate of Return:

Projects Tab > Select the Project > Select the Class > Edit Sales Offering (located under the ellipses) > Offering Editor 

Input_13.png

Remaining Investment Term:

Projects Tab > Select the Project > Project Actions > Edit Project (default landing page) > Close and Exit Dates

Input_14.png

 

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Related articles

  • New Investor Portal Best Practices Guide
  • Banking Preferences
  • MFA - Multi-Factor Authentication for Team Members (New Permissions)
  • Custom Metrics
  • Manual Input Metrics

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