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  1. IMS Help Center
  2. New Investor Portal

New Investor Portal

Set up new projects and classes and accept investments through the new Investor Portal design

Launch Checklist & Best Practice Guides

  • New Investor Portal Launch Checklist
  • Investor Portal Launch Checklist (Implementation Clients)
  • New Investor Portal Best Practices Guide

Projects & Offerings

  • Fund Investment Details (New Investor Portal)
  • New Offering Checklist (New Investor Portal)
  • 🎬 New Investor Portal Tour
  • 🎬 Add a New Offering (New Investor Portal)
  • 🎬 How Investors Invest in a New Offering (New Investor Portal)
  • 🎬 Close a Class or Offering (New Investor Portal)
  • See all 17 articles

Portal Set Up & Branding

  • 🎬 Sign In (Masquerade) as an Investor (New Investor Portal)
  • Custom Metrics (New Investor Portal)
  • Customizing Portal Notifications (New Investor Portal)
  • Investor Portal Design (New Investor Portal)
  • Investor Settings Tour (New Investor Portal)
  • Launch the New Investor Portal
  • See all 12 articles

Investment Management

  • 🎬 Transferring Partial Investments
  • 🎬 Transferring Investments (50/50 Split)
  • 🎬 Transfer Investments (100%)
  • 🎬 Invite to Invest
  • Move Investments
  • 🎬 Edit Investments
  • See all 8 articles

Investor Support

  • Add Bank Account on New Investor Portal
  • Bulk Download Investment Documents (New Investor Portal)
  • Invest in a New Offering (New Investor Portal)
  • Investor Dashboard Login & Tour (New Investor Portal)
  • Locating Email Communications
  • Locating K-1s and Other Documents in the New Investor Portal
  • See all 12 articles
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