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Investor Portal Guide
Investor Portal Guide - Investments Overview
Investor Portal Guide - Investments Overview

Discover how to view and manage your Investments

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

You can view the details for all closed deals when you access the Investments section of the Investor portal. This view summarizes your investments, both active and completed, and includes:

  • Investment performance depicted with charts and metrics

  • A list of all investments

=> Select Investments from the menu

You are presented with an overview of all investments. The bar graph on the left shows totals for your portfolio:

  • Contributions

  • Distributions

The pie chart on the right shows the contribution total broken out by investment.

You can click on the Allocation by box to see a pie chart of distributions instead.

The individual investments that make up the total are shown in the chart below the summary data. The multiples for the total portfolio and each individual investment are also provided in this section. You can sort the list of investments by clicking on the down arrow next to each column heading.

Click on the name of an investment to access the details.

An overview for the investment is shown including:

  • Financials

  • Investor Account

  • Owners and Delegates

  • Payment Instructions

Support Information

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

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