InvestNext

This article shows you how to Preview the Portal after creating homepage content

How To Preview Your Investor Portal

InvestNext allows sponsors to display a variety of metrics to Investors

Create your investor experience by tailoring the images, colors, and content displayed throughout your investor portal.

This video will show you how to see the same view that an Investor will see when they login to your portal

The following article discusses will go over the steps of creating an Update (blog post/quarterly report).

Use these instructions to enable your investor to access your portal and to individual projects.

Review these frequently asked questions (FAQs) for more information about the Investor Tax Center.

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

Find answers and get help from Intercom Support and Community Experts

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Try using different keywords or checking for typos.

Track the progress of all tickets related to your company.

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