Manage Investment Requests

Funds or Properties listed as a current opportunity on Sensr Portal offer beneficial functionality for managing investment requests right within the software. 

To View Investment Requests

  1. Navigate to the related Fund.
  2. Click on the Requests tab.

  1. Here you will see the investment requests compiled from your own entries and requests made by users from the portal to invest in this opportunity. 

NOTE: Any requests that may come externally from a public minisite will not be put into this list until you create a user for this external request and add them to the capital commitments table.

Invest in this Opportunity View on the Property/Fund Page

Below is an image of a user's point of view where a user would request to invest in the opportunity on the property page:

View, Edit, and Accept Investment Requests

After viewing the investment requests, you can view, edit, or accept the details of the investment request.  Keep in mind when you accept an investment request, this amount will become an investment on the dashboard for the user - so they will see this investment in the property.  

We recommend always closing the investment with the investor before moving their investment request into the investor's table

  1. Using Monica Geller's request to invest $10,000 in Penguin Capital Fund II as an example, if you click Accept, Monica will hold an investment in Penguin Capital Fund II on the portal and it will be visible in the Investments section.

  1. From there, you can then assign files to Monica's investment by clicking View next to her investment in the Financials tab table and then Upload files in the Files panel of the investment page.  
  2. Alternately, from the Fund Details Page: Financials tab, click on Edit to modify. For example, if you want to edit the ownership % and other ownership details, simply click on the Edit Investment button to access the fields.

  1. Click on Save and Close. This will all be reflected in the portal. You can use the View Site as Contact feature to see Monica's portal experience, and the investment will be visible on the investment details on the fund page as indicated below.

Use the Investment Requests table for CRM purposes

You can use this table to keep track of your investment requests and easily keep this table up to date by adding investment requests on behalf of investors.

Additionally, you can remove any investment requests that are no longer current or applicable to this fund by clicking on View under the Manage column seen above then click Delete.

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