Search and Filter Investments

Available filters in table view combined with a live search allows investors to select specific criteria to narrow down the search results. This is particularly useful when dealing with an extensive list of investments.

  1. Use the live search (spyglass icon) to type in key terms. As you type the table updates its results in real time to reflect your search.
  2. Alternately, use filters to expand the available menu options.
    1. For Current Opportunities, you can filter by Fund.
    2. For Active Investments, you can filter by Fund or Investor.
  3. Use the Fund an Investor menu checkboxes to make selections.
  4. To clear the filters, click X Reset Filters located above the table on the right.