Projects
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Guides related to setting up classes and waterfall org structures in IMS

  • Add a New Project
      Step 1: Click the Projects tab on the top bar. Click Project List. Click + Add Project at the top right. Step 2: Complete the fields. Click Next. Project Type CRE - Investments directly into a particular property Fund - Investments into a fu...
  • Add/Edit Classes
    Step 1: Go to the desired entity/class. Click the 3 dots (…) on the top right. Then click the Add/Edit Classes. Step 2: If desired, edit any of the equity class details. Here, you can also add or delete the classes. Click Next. Percentage or Shar...
  • Entities Tab Walkthrough
    Step 1: Click on the Entities tab on the left side panel. To add a new entity, click + Add Entity at the top right.  Step 2: Complete the necessary fields. Note: The Tax ID Number is used in our K-1 Bulk Uploader tool and will need to be populated...
  • Fund Details
    Step 1: Click on the profile icon at the top right. Click Investor Settings. Click the Dashboard Preferences tab.   Step 2: Scroll down to the Fund Details section. Toggle on/off your desired settings. Click Save. Funds have an enhanced fund deta...
  • Loans Tab Overview
    See the steps below for a guide on adding a new loan on the Sponsor Dashboard. Step 1: Click the Projects tab and then click on Loans Step 2: Click + Add Loan at the top right. Step 3: Type in the Loan name. Click Create. Step 4: Choose the desi...
  • Update Project Tile Information
    You may want to edit the information on a project tile after it has been published. You can add or edit information on each individual tile by following these steps: Click on Projects, then Project Summary. Select the Project you wish to edit. Cl...
  • 🎬 Add a New Project
     
  • 🎬 Close A Project
    Overview: When an offering has reached its desired funding, admins can close the project so no further investments can be placed through the Investor Portal.  Step by Step: From the admin dashboard, go to projects > project lists > select project...
  • 🎬 Oversubscribe a Class in a Project
       
  • 🎬 Publish and Unpublish Project Tile
    Overview: If you need to temporarily or permanently remove a project or offering from the Investor Portal, you can simply unpublish the project, make any adjustments to the project if needed, and then republish it.  Step by Step: From an admin ac...
  • 🎬 Show and Hide Classes on Org Chart
     
  • 🎬 Update Project Status and Close Date