Investor Portal Guide - Portal Overview

Discover the capabilities available in the Investor Portal

Joni Reeves avatar
Written by Joni Reeves
Updated over a week ago

Groundbreaker was created to be an automated online portal giving you the ability to review offerings, create and complete a subscription, remit and receive payments, and have instant and transparent access to all information about your investments. You can manage your investments from anywhere in the world with the knowledge that your data is secured by the same encryption standards used by the world’s largest banks.

Once you are logged in, you will see the Home Dashboard as shown below. This page has some important information about your investment activity with this sponsor.

Menu

On the left side of the page are the main menu selections.

Home

This menu selection takes you to the same Home Dashboard you see when you log in. From here you can:

  • View available offerings

  • See a summary of your contributions and distributions

  • See a log of recent activity

You can also get back to the Home Dashboard by clicking on the logo in the upper left corner.

Investments

The Investments section summarizes your investments (both active and completed). It includes:

  • Your history of transactions, including contributions and distributions

  • Investment performance shown with charts and metrics

Documents

The Documents section is a single place to access documents for all investments across your investment accounts. It has notices and statements, quarterly reports, tax forms, legal agreements, and more. On this page you can:

  • See every document that has been uploaded to your investments

  • Search, sort, and filter to find relevant documents

  • Preview and download documents

Investor accounts

The investor accounts section is where you create, review, and manage investor accounts you (or the General Partner) have created to manage your investments.

Contribution activity

The Contribution activity section shows a list and status of all contribution payments you have made.

Your Name

Your name is located at the top on the right side of the page.

When you click on your name, you can access the settings for your portal account.

New Offerings

Offerings are readily available for you to access directly from the login page.

Complete Contribution

Click on the banner to fund any offerings awaiting your contribution payment.

Resume Investment

Click on Resume investment to complete the online subscription process for the offering.

Invest Now

Invest in an offering by clicking on Invest now.

Mark as Interested

Show you are interested in a 'teaser' offering by clicking Mark as Interested.

Current Position

Further down the page you can see the total amount you have contributed to this sponsor and the amount in distributions you have received.

Additional Resources

You have access to resources to help you with any questions you may have about using the Investor Portal. Click on one of these options.

Recent Activities

A running log of activities performed and interactions with your sponsor are provided in the section at the bottom of the login page.

Support Information

If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact [email protected].

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