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Investor Portal Guide - Where can I find a summary of my investments?

The Home dashboard has an overview of your investments

Written by Yasmin Bastos

When you log in to the Investor Portal, you are presented with the Home Dashboard. The top section of this page is a presentation of your sponsor's offerings. Below those deal cards, you will find a summary of your activity with this sponsor.

The information shown is:

  • The total amount contributed

  • The number of investments

  • The total of all distributions you have received

  • The return multiple

To see the detail, navigate to the Investments Dashboard.

=> From the Home Dashboard, click on Investments

=> Click on the name of the investment

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