There are a couple of settings that need to get switched on before investors can start accessing your branded investor portal and individual projects. We will cover those options below.

Step 1) Enable the investor portal globally for your organization. In step 2 we will cover more granular project level settings.

Note: without this setting enabled, investors will not be able to access any of your projects.

To start, select Global Settings (cog wheel) and then the Investor Portal option in the navigation bar.

Navigate to the Access area and select Investor Portal Enabled and, optionally, Allow Unregistered Investors to View Your Offerings Page. Finally, Save Changes at the bottom of the page.

Step 2) Enable investor portal access for individual projects

  • From the projects screen, click on the project that you want to be accessible on the investor portal.

  • Click on the Settings tab and then Access

  • Check the box for "Enable Investor Portal Access"

  • Save your changes

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The following steps will enable investor portal access on Investor Portal 1.0.

There are a couple of settings that need to get switched on before investors can start accessing your branded investor portal and individual projects. We will cover those options below.

Step 1) Enable the investor portal globally for your organization. In step 2 we will cover more granular project level settings.

Note: without this setting enabled, investors will not be able to access any of your projects.

To start, select Global Settings (cog wheel) and then the Investor Portal option in the navigation bar.

From the Investor Portal options, select Investor Portal Enabled and, optionally, Allow Unregistered Investors to View Your Offerings Page. Finally, Save Changes at the bottom of the page.

Step 2) Enable investor portal access for individual projects

  • From the projects screen, click on the project that you want to be accessible on the investor portal.

  • Click on the Settings tab and then Access

  • Check the box for "Enable Investor Portal Access"

  • Save your changes

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