New Investor Portal
Set up new projects and classes and accept investments through the new Investor Portal design
Launch Checklist & Best Practice Guides
Projects & Offerings
Portal Set Up & Branding
- Investor Settings Tour (New Investor Portal)
- 🎬 Investor Portal Theming and Branding (New Investor Portal)
- 🎬 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)
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Investment Management
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
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