Assets & Summary Page

This article will cover recent changes to the Investor Portal, including the introduction of Assets and changes to Summary pages.

Jay Krause avatar
Written by Jay Krause
Updated over a week ago

Summary Pages have been removed from the site. This was based on customer feedback that the information was often duplicated in the Capital Raise Deal Room. Additionally, a "Closed Offerings" section has been added to the Offerings page on the investor portal allowing you to showcase your existing portfolio of closed deals in addition to current, active deals.

Assets are a new concept that allows you to provide your investors with specifics on the underlying assets for each Project, whether a single asset syndication or multiple assets held in a fund.

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