Overview

In most cases, when an Investor logs into the Update Capital portal, the first thing they will see is their dashboard located on the Overview Tab. Here, the user has access to all their information at a glance, including:


  • Cashflow/Distribution
  • Documents
  • Investments (including Current Opportunities and Active Investments)
  • Summary Tiles
  • Interactive Fund/Property Breakdown Table
  • Composition by Commitment Chart

TIP: Click here to learn more about the Overview Layout.

NOTE: If your GP has assigned any actions for you to complete, upon login you will be presented with these first. You may be able to skip or cancel the required action, depending on how it was set up. In most cases, you will need to complete the action before accessing the Overview tab and dashboard.

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