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.
Investments
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.
Related Materials
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].