Investment Details Page: Overview Tab

From the Investments page, you can click on the Fund name to view all related information organized in tabbed format. The Overview tab includes all related information including the option to Invest in this opportunity. Investors can navigate between the tabs and cycle through the photo gallery. If any of the fund holdings have a physical address, investors can view the exact location in the Google map located below the photo gallery.

NOTE: If the investment you are viewing is a Holding, you won't be able to see any investment documents or data unless you have investments in it.

TIP: Click on the red beacon on the map to see the holding name and address. Clicking on the holding name opens up the holding details on a separate browser tab.

NOTE: Funding Progress and Investment Request visibility is based on whether or not your administrator has made investment requests available.

Investment Requests

A list of current opportunities to invest in is visible on the Investments tab. Select the investment of interest to view full details. To submit an investment request click Invest in this opportunity. A popup window appears.

Complete the required fields in the Invest in this opportunity form, as seen below and click Submit.

NOTE: If there is no Investor option available in the dropdown menu, reach out to your fund administrator.

Click to view larger version

Once submitted, a green banner appears to confirm the request was sent successfully.  The details of the request appears under the Investment Requests section, along with any other submissions. A Pending status is indicated, until approved. You can view and monitor your investment request here. Once approved, you will see the details updated on the Financials tab.