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 the Asset has been 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, Add Asset, and Create New Asset (If you have an existing Asset within another Project that you would like to link to another, you can do that by clicking Link Asset)
Step 3. Add the details regarding the Asset that you would like your investors to know, and then Save Asset (You have the ability to create a Summary, add Attachments and Photos as well as setting Access levels for specific investors)
Tip: You can preview the Asset page after saving before allowing investors to view the Asset to ensure that the page is set up the way you'd like.
Investor View:
Shared above, only investors who have invested within the Project the Asset was created have access to the Asset. Below are the steps that an investor would take 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. Select Assets and Read More on the particular Asset
