The Assets feature within InvestNext 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.
Because the Assets are part of and enabled within a Project, for investors to have visibility into the Asset, they must have a corresponding investment within the Project for which the Asset was created.
Step by Step Instructions:
Step 1. Navigate to the Project you'd like to add the Asset within
Step 2. Click the Assets tab.
Step 3. Click the Add Asset button and then Create New Asset.
NOTE: If you have an existing Asset within another Project that you would like to link to this Project you would choose Link Asset.
Step 4. Add the details regarding the Asset that you would like your investors to see. Once you have added all the information, click Save Asset.
NOTE: You can create a Summary, add an address if applicable, add an acquisition date, as well as add Attachments and Photos.
Tip: You can preview the Asset page after saving and before allowing investors to view the Asset to ensure that the page is set up the way you'd like.
Investor View:
NOTE: Only investors who have invested in the Project this Asset was created for have access to the Asset, unless you link an Asset from another Project as described above.
An investor will take the steps below to view the Asset within their Investor Portal.
Step by Step Instructions
Step 1. Navigate to the Investments tab
Step 2. Select the investment by clicking on it.
Step 3. Click on the Assets tab and then click the Read More text link to view that specific Asset.
