Create a Fund

Sensr Portal allows users to easily create a fund as well as publish a current opportunity, when ready, in a straight-forward workflow.

  1. On the Funds page click +Add
  2. Complete the following sections, as needed:
Statuses
  • Select one of the following from the menu: Active, Current Opportunity or Completed. Click here for details on fund status types.
  • Visibility checkboxes - you can opt to leave Published, Public Minisite, and Publicly Available unchecked until ready.
Attributes
  • Complete the related fields. *Fund Name is a mandatory field.
  • Fill in the optional fields: Funding date, Location, Funding Amount, and Target Annualized % Return or leave them blank.
  • Summary is an optional field to add a 2-3 sentence paragraph summary of the fund to remind investors of the details of the fund they have invested in.
CRM Fields
  • Complete the fields as needed. *Contact Portal Client Success team to add configurable CRM fields, if needed.
Holdings
  • Use the checkboxes to select the holdings in the fund, if applicable.
Distributions Fields
  • A standard distribution field is selected by default. Once the fund has been created, admins can opt to configure additional distribution fields using the Configure button on the Distributions page. When additional distribution fields are available, you can opt to select from the list.
  1. Click Save, when ready.

Publish a Fund

  1. Click the Edit Details button at the top of the fund page.
  2. In the Statuses section check the box next to Published.
  3. Click Save at the bottom of the page.
  4. The fund will appear as Published on the fund page and will now be available to any contacts on the portal who can access to the fund.

NOTE: A fund must be published in order for the data to be visible to an investor on the portal. For more information on the different fund options available check out the article, Published vs. Public Minisite vs. Publicly

How to Give Contacts Access to a Fund

Any contact that holds an investment in the active fund will automatically have access to the fund in question, however, to grant access to additional contacts, you may provide access using tags, selecting specific users to grant access to the fund or provide access to all users by scrolling down to the access panel and clicking Allow all users to access and receive updates about this fund.

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