Investments

The Investments page includes all your investments and is divided into the two sections below:

  • Current Opportunities - a 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 access to view it, the fund will appear in the table.
  • Active Investments - a fund that is fully funded and is currently active. If you have any investments in a fund, they will appear in the table.

NOTE: The Investments page default view for each section may vary between table and tile view depending on how your administrator has configured the system.

TIP: 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.