Fund Details Page: Overview Tab

The Funds page allows you to access centralized information and perform various functions. Simply navigate between the tabs listed below to view the wide range of options available. You can view the fund status, location and any images associated with the fund and easily modify the fund details by clicking the Edit Details button.

  • Contributions
  • Distributions
  • Financials
  • Actions
  • Requests
  • Emails
  • Documents
  • Bulk File Uploads
  • Access
  • Tasks

TIP: Use the Images section to add, upload and manage images related to the fund page as needed.

Add Images to a Fund

  1. Under the Images section you can manage the existing photos.
    1. +Add Image to select an image from your computer to add.
    2. +Upload logo to select an image from your computer to use as a logo.
  2. To Delete an image, click the delete icon and click OK.
  3. To set an image as primary, click the image and use the Set as Primary button.

TIP: For information about best practices related to images and photographs, check out Photo Best Practices.

Published vs. Public Minisite vs. Publicly Available

When creating a fund or editing fund details, you will be presented with three check boxes that appear:

All three options can be simultaneously turned on, or off and offer different functionalities for different scenarios outlined below.

BE ADVISED: Upon request, the Public feature can be disabled to maintain the visibility of public files/folders within the app only. Once the Public feature is disabled, this means:

  • The ability to post publicly (ie: Public Minisite and Publicly Available options) will be no longer available and the related checkbox will be greyed out
  • Any documents that were previously published publicly will be removed from public view.
  • This is an irreversible action

Reach out to customer success for more information if you would like to disable the Public feature.

Published

When a fund is published, it will be available on the Sensr Portal to any contacts to whom you have granted access to the fund.  Any contact who is an investor in the fund or any contact who has been granted access by an administrator will be able to see this fund when they are logged into the site. 

IMPORTANT: If a fund is not published, it will only be available to admins in Sensr Portal.

Public Mini-site

A Public Mini-site is used to externally promote an opportunity. Properties that have the Public Mini-site feature enabled, have a public URL that allows contacts (logged in or not) to see the highlights of the fund/deal. The public URL is accessible to anyone - no authentication is needed. It will only show documents placed in the Public files only folder and will not present any information about a specific investment or distribution data. By default, a public mini-site for a current opportunity will not show the total amount you're raising (as opposed to a current opportunity presented to logged-in contacts).

IMPORTANT: The public URL is accessible to anyone - no authentication is needed. It will only show documents placed in the Public files only folder and will not present any information about a specific investment or distribution data.

Publicly Available

If Publicly Available is checked, any corporate website integrations you have created with Sensr Portal will be able to display this fund.

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