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Investor Portal

How to set-up and brand your custom investor portal.

8 articles
Alan Mohan avatarBrad St. Onge avatarTheresa Klekar avatar+2
Written by Alan Mohan, Brad St. Onge, Theresa Klekar and 2 others

Investor Portal Metrics

InvestNext allows sponsors to display a variety of metrics to Investors
Alan Mohan avatar
Written by Alan Mohan. Updated over a week ago

How can I preview the homepage after creating homepage content? (Video)

This article shows you how to Preview the Portal after creating homepage content
Brad St. Onge avatar
Written by Brad St. Onge. Updated over a week ago

Using Zapier Send Your CRM Contacts INTO InvestNext CRM Contacts

Theresa Klekar avatar
Written by Theresa Klekar. Updated this week

Investor Portal Branding & Set-up

Create your investor experience by tailoring the images, colors, and content displayed throughout your investor portal.
Jay Krause avatar
Written by Jay Krause. Updated over a week ago

How do I View the Portal as an Investor? (Video)

This video will show you how to see the same view that an Investor will see when they login to your portal
Brad St. Onge avatar
Written by Brad St. Onge. Updated over a week ago

How to Create an Update (Video)

The following article discusses will go over the steps of creating an Update (blog post/quarterly report).
Brad St. Onge avatar
Written by Brad St. Onge. Updated over a week ago

Branding your Investor Portal and Login Pages

How to set-up your Investor Portal and Login Page branding using your custom logo, images, and colour palette.
Jay Krause avatar
Written by Jay Krause. Updated over a week ago

Enable investor portal access

This article covers the steps for enabling investors to access your branded investor portal
Matthew Attou avatar
Written by Matthew Attou. Updated over a week ago