Convert a Current Opportunity to an Active Fund

If you just closed your current opportunity and converted it to an active fund, congratulations!  This is an exciting step for both you and your investors.  It is important that this change is reflected in your investor portal. Follow the steps below to convert your current opportunity to an active fund.

Manage Investment Requests

You may have been managing investment requests on your current opportunity.  Before proceeding to convert the fund, manage the investment request directly on the Fund Page Requests tab. Here you have the ability to manage each investment request. Under the Manage column, to the right of each investment, you have three options:

• View - To edit or delete an investment request and view the various details.
• Edit - To access the Edit Investment Request page and modify the request, add files and change ownership %..
• Accept - To accept the investment request. When an investment request is accepted it will then appear on the Financials tab.

Change the Status of the Fund

Now that you have managed the investment requests, you can move to change the fund status.

1. Navigate to the related fund and click on Edit Details on the Overview tab.

3. Use the Status dropdown menu to change the status to Active .

4. Click Update Fund to save this change. 

Update Fund Permissions

With a current opportunity, you may have been trying to promote your current opportunity to all investors and prospects on your investor site.  Now that the deal is closed and funded, you probably want to switch back to allowing only your investors and perhaps a select few types of contacts to have access to view the fund.  

1. From the Fund page click on the Permissions tab.

2. Click Edit to open up the permission manager for this fund. Use the checkboxes to modify or restrict access for data, documents and email related to this fund to specific contacts.

   

   Notice:  Documents are grouped by folder name (e.g. public, reports) as seen above.

   
   
3. Click Save. Once saved, the fund (data, documents and email) will only be seen by contacts who hold investments and have been given access. 

Invite All New Contacts to Sign in to the Software (applicable to new contacts/investors)

1. From Functions - Communications menu click on Invite Contacts tab. Here you can invite all new contacts who are investors/have access to your active fund. 

2. Use the Filter options to refine your search. For example, in the image below the search indicates contacts who have not received the Email invite for Penguin Fund Capital II. This selection allows us to locate the contacts and send out the Invite Email.

   

3. Use the check boxes to select the contacts you want to receive the email, sign up and login to the portal.