Investments

The Investments tab includes all of your investments and is divided into two sections: Current Opportunities, and Active Investments.

Current Opportunities - a property/fund that is in the process of funding and is being presented to investors and prospects. If you have any investments in a current opportunity or have been granted "view" access to it, it will appear in the table.
Active Investments - a property/fund that is fully funded and is currently active. If you have any investments in a fund, it will appear in the table.

The Investments tab default view for each section is dependent on which line of business your system is configured for: private equity or commercial real estate.

TIP: You can toggle between two different views - Tile View and Table View - depending on how the system is set up. Click here for more information. You can also use the live search and filters to locate specific investments. Just click the Enable Filter button to view the available filters.