InvestNext

This video will guide the investor through their first experience in the Investor Portal.

Investor Portal Overview/Tutorial (VIDEO)

This article walks through how the NDA feature will appear for investors when asked to complete the NDA while within the InvestNext platform

InvestNext NDA Feature — Investor View

Resolving Plaid Connection Issues

Everything that you need to know to manage your account, receive investment updates, and invest in new projects as an investor..

Investor Support

Two-factor authentication (2FA) login process

How to Log In When Asked to Verify Token?

This video helps guide your investor through the process of creating an Account/Investing entity for an IRA

Creating a Custodial Account to invest with during the Commitment Flow - Investor Facing (Video)

This article describes how your Investors will see the Updates in their portal view.

View Updates on the Investor Portal

When you create your portal account, you may be asked to set up Two-Factor Authentication (2FA). Here is how to do so.

How to Set Up Two-Factor Authentication (2FA)

Using the Portal

Update a bank account in the investor portal to receive distribution payments.

How to Update a Bank Account in the Investor Portal

Discover the benefits of Self-Attestation and get a step-by-step guide on how to self-attest through the investor portal.

Self-Attestation

Add a bank account in the investor portal to send and receive funds through the system.

Add a Bank Account in the Investor Portal

How to link an existing bank account to one or more investing accounts.

Link an Existing Bank Account to an Investing Account

This article will go over how to update your tax ID in the investor portal

Update Your Tax ID

This article will step you through updating your Investing Account address in the investor portal.

Update Your Investing Account Address in the Investor Portal

Updating or modifying profile information inside the investor portal

Update Username on Investor Portal

This article describes how to permanently delete your investor portal account.

Delete your investor portal account

Here's how you can reset your password and/or retrieve username as an investor.

How to Reset your Password and/or Retrieve Username

Managing Your Account

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Company Website

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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