Investor Settings

  • Custom Metrics
    Click [Profile and Preferences] at the top right, click Investor Settings. Click the Dashboard Preferences tab. Scroll to the bottom and you will a Custom Metrics section. All existing Custom Metrics will be displayed here with the ability to dele...
  • Customizing Portal Notifications
    Step 1: Click Profile and Preferences at the top right. Click Investor Settings. Step 2: Click the Portal Notifications tab. Here, you will see a list of all available event notifications. Note the Recipient Type column. Click the edit button on ...
  • Investor Dashboard Preferences
    When creating an equity class within a Project, there are Investor Dashboard Preferences that can be set and will be shown on the Investor Dashboard. This document will detail those preferences and the calculations surrounding them. Many preferenc...
  • Investor Settings Preferences
    Click Profile and Preferences at the top right. Click Investor Settings. Content From the Content tab, you can update the landing page that 'About Us' on the investor portal will link to. We recommend linking to your company's main website or comp...
  • Offering Preferences - Payments and Banking Options
    Overview: Customize payment methods that investors can choose when making contributions and enable notifications for investment confirmations.  Step by Step: To start, you will want to click on the ‘Profile & Preferences’ menu in the top right of...
  • Updating Project Data on Investor Dashboards
    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 thos...
  • 🎬 Dashboard Preferences for Investor Portals
    Overview: Customize what metrics are shown on Investor Dashboards for projects that investors are associated to. Use these settings to give more transparency to your investors and give them access to additional insights to their investments.  Ste...
  • 🎬 Themes and Preferences on Investor Portals