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

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

Fund Details:

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

Internal Rate of Return:

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

Next Distribution Date:

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

Preferred Return:

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

Property Value:

Locate the project on the homepage > enter property value 

Rate of Return:

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

Remaining Investment Term:

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