Assets, Entities, & Loans

  • 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...