When you have created and published an Update for your Investors, there are two ways that your investors can use to review the Update.
On the Dashboard page:
When an investor logs into their Investor Portal, they first land on the 'Dashboard' page. Updates are displayed at the bottom of the Dashboard page with the latest Update at the top:
Under the Investments tab:
Updates can also be found under the 'Investments' tab.
STEP 1: Click the 'Investments' tab.
STEP 2: Click on the specific Investment that the Update was sent for.
STEP 3: This will open up a page with that specific Investments details. Click on the 'Updates' tab. The investor can view any Updates for that Investment here:
InvestNext Portal 1.0
For users of the InvestNext Portal 1.0, your investors can view the Updates in two places.
On the Home Page:
When an investor logs into their Investor Portal, they first land on the 'Home' page. Updates display at the bottom of the Home page:
Under the Offerings tab:
Updates can also be found under the 'Offerings' tab.
STEP 1: Click the 'Offerings' tab.
STEP 2: Click on the 'Updates' tab:
NOTE: Not all Updates are relevant to a company and therefore Updates are optionally displayed here.
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