Note: This article has been updated to reflect recent changes in the software. Please review the new information to stay up to date with the latest features and improvements.
Step-by-Step Instructions
To start, navigate to the Settings tab (cog wheel). Then select the "Investor Portal" tab in the left-hand menu.
Complete the five sections below:
Login Page
Logo: Upload an image file to be used on the right-hand panel.
Background Image: Upload an image file to be used as the larger, highlighted photo. *Note* The recommended Background Image size and ratio recommendations are:
Landscape Orientation Recommended
Recommended Aspect Ratio - 16:9
Recommended Resolution - 1280 x 720
Branding
Logo: Upload an image file with a transparent background to be displayed on the header of all investor portal pages.
Background Color: Using the color selector, choose the color to be used as the background of the investor portal header (dark blue in the below example).
Font Color: Using the color selector, choose the color to be used for links and text within the investor portal header and other applicable areas (grey in the below example).
Welcome Message
The welcome message is displayed on the investor's login page (landing page) of the investor portal and serves as an introduction to your investors. You can define header and message content, in addition to uploading:
Profile image: recommended as using a headshot of company leadership or other representative image.
Signature image: which will be added to the bottom right-hand corner of the message when displayed.
Metrics & Charts
You can select the charts and metrics you would like to display on the investor’s login page of the investor portal on the Dashboard and under the Investments tab.
Charts
Dashboard Chart
Choose the type of chart to display on the Dashboard page of the investor portal:
Click Select Dashboard Chart and select the chart you would like to display from the dropdown.
Choose the type of Dashboard chart:
Market Value
Detailed Market Value
Capital Allocation
Distributions
Profit Distributions
Click the Update Dashboard Chart button to save the chart.
Investment Chart
Choose the type of chart to display on the Investments page of the investor portal:
Click Select Investment Chart and select the chart you would like to display from the dropdown.
Choose the type of Dashboard chart:
Market Value
Capital Allocation
Distributions
Profit Distributions
Click the Update Investment Chart button to save the chart.
Metrics
For Investment Metrics
You can select from a number of metrics to display for the Investor's Investments before they click into the Investment to see the details:
Click on the + by the metric you wish to add. To remove a metric, click on the trash icon by that metric.
Select your metric from the drop-down list and click Add Metric.
Remember to Save Changes.
For Investment Detail Metrics
You can enable several metrics to display the Details for each investment when the investors clicks into it to see the Investment details:
Click on the + by the metric you wish to add. To remove a metric, click on the trash icon by that metric.
Select your metric from the drop-down list and click Add Metric.
Remember to Save Changes.
*Please note, that when the capital calls feature is in use, the "Currently Called" and "Total Committed" metrics will always be displayed in addition to the metrics you select.
Details
Show Ex-Date
Turn on the Ex-Date so that the Date for the Distribution's Period is shown along with the Date of Record for distributions.
This will show the last date of the distribution period that the distributions were for.
For example, if the Distribution was for the first quarter of the year, the Ex-Date would be March 31st - no matter what date the distribution was actually sent on (eg. Date of Record).
Show Unit Price
This will show investors the unit price, in addition to the total capital contributed in each transaction.
Show Units
This will show investors the amount of shares of ownership exchanged in each transaction.
Access
Select the "Investor Portal Enabled" option and customize the subdomain (the link that your investors will use to log in). Optionally:
Allow unregistered investors (anyone with the link) to view your Offerings page.
Set up a lead/registration form.
Define which notifications should be sent to investors.
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