Investor Portal
How to set-up and brand your custom investor portal.
8 articles

+2Written by Alan Mohan, Brad St. Onge, Theresa Klekar and 2 others


Investor Portal Metrics
InvestNext allows sponsors to display a variety of metrics to InvestorsWritten 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
Written by Brad St. Onge. Updated over a week ago
Using Zapier Send Your CRM Contacts INTO InvestNext CRM Contacts

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.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
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).
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.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
Written by Matthew Attou. Updated over a week ago