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Manager Platform Guide - What information is stored with an Investment Entity?
Manager Platform Guide - What information is stored with an Investment Entity?

All information related to investments is accessible from the Investment Entity pages

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

When the investor provides their funding and the agreements are signed, all activity related to the investment is accessible and managed from the Investment Entity in which your partners invested.

To access an Investment Entity:

=> Select Menu from the Home Dashboard

=> Then select Investment Entities

=> Click on the Investment Entity you want to view

Investment Entity Detail Page

All information related to the Investment Entity is provided on this investment entity detail page. From here, you can click on the blue links to see the details.

  • All Contribution transactions

  • All Distributions

  • Documents shared with all investors in this deal

  • All Offerings managed with this investor account

  • Investment Entity address and tax id

Bank Account for ACH Payments

Access More actions to manage the bank account that will send and receive payments for this investment entity.


The investment entity detail page also has a table listing all investors.

  • Investor Name and Account

  • Percent Ownership

  • Amount Committed

  • Amount Contributed

  • Distributions Paid

  • Multiple

Clicking on one of the investors gives you the opportunity to look at details for just that investor.

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Support Information

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