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
Navigate to the Settings icon (cog wheel). Then select the "Investor Portal" option in the left-hand menu.
Complete the sections below:
Login Page
Logo: Upload an image file to be used on the right-hand panel of the log in page for your portal
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
This section will display on the investor's view of the portal:
Logo: Upload an image file with a transparent background to be displayed on the header of all investor portal pages.
Background Color: Use the color selector to choose the color for the background of the investor portal header (black in the example below).
Font Color: Use the color selector to choose the color for links and text within the investor portal header and other applicable areas (light grey in the below example).
Welcome Message
The welcome message is displayed on the investor's dashboard 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: We recommended as using a headshot of company leadership or other representative image.
Signature image: This image will be added to the bottom of the message.
Metrics & Charts
Select the charts and metrics you would like to display on the investor’s 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:
Contributions
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
IMPORTANT: You can select up to four different metrics for Investment Metrics and Investment Detail Metrics within your Investor portal. Once you have selected four metrics, if you'd like to add another, you would need to delete/remove a previously selected metric first.
For Investment Metrics
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 + to open the Add Investment Metric dropdown.
Choose the metric you wish to add from the drop-down list and click Add Metric
Remember to Save Changes.
Removing a Metric:
To remove a metric, click on the trash icon by that metric.
Remember to Save Changes.
For Investment Detail Metrics
Add up to 4 metrics to display for the Details for each investment:
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.
Removing a Metric:
To remove a metric, click on the trash icon by that 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 to show the last Date of the Distribution's Period 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 (e.g., Date of Record).
Show Unit Price
This will show investors the unit or share 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 add your subdomain (see highlighted area below). This is used to create your portal's log in page.
For example: If you add the subdomain: XYZCompany, your log in page will use this link: https://XYZCompany.investnext.com
IMPORTANT: When the log in page is enabled, it cannot be found by searching. You will need to provide this link to your investors so they can log into your portal.
Additional Permissions:
Allow unregistered investors (anyone with the link) to view your Offerings page:
Define which notifications should be sent to investors:
Enable New Document Email Notifications
Enable New Update Notifications
Set up a lead/registration form:
Enable Form Submission to allow the system to use the form for Soft Commitments and registrations
Enable Self Registration to add a REGISTER button to your log in page.
This permission will not allow a potential investor to register in the portal until you have Accepted or Denied their Registration form in the Communications section, under Forms.
Enable Form Submissions Auto Approval
This permission will allow the registration form to be automatically approved.
The portal will send an email to the investor with a link to a page where they will create their Username and Password to fully register.
How-To Brand Your Investor Portal - Video