Funds Page Overview

The Funds page offers a centralized location for admins to manage all available funds in the portal. It displays a comprehensive list of funds, including key details such as fund name, funding amount, location, status, and options to view or edit fund details.  On this page admins can add new funds, download a report of fund data (including all configured CRM fields), as well as administer investor assignments to streamline the overall management of funds.

Understand Fund Status Types

When adding a new fund to Sensr Portal you will need to select the appropriate fund status from the drop-down menu.  There are three options available: Current Opportunity, Active, and Completed. For further clarification of what each status means and the implications of each, please refer to the details below.

Status options

• Current Opportunity  
  • The fund is in the fundraising or subscription stage 
  • Investors can make investment requests via the Investor View. 
• Active 
  • Investors can't make investment requests via the Investor View. 
• Completed 
  • The fund is closed.
  • Investors can't make investment requests via the Investor View. 

Edit Fund Details

Over the course of using Sensr Portal, you may need to update or change the fund details or fund status. This can be easily done by clicking on the Edit Details button on the relevant fund page. For more information on the available edit options, refer to Fund Details Page: Overview Tab.

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.