July 2017 Release

Consolidated Investor Portal

We have consolidated the Investor Portal to display all Investment Profiles upon login. Now when an Investor logs into the Investor Portal, they will see a unified dashboard representing all Projects invested across all Investment Profiles.  Users can toggle between all of their profiles to filter by using the profile selector.

PRIOR TO RELEASE

POST RELEASE

The Activity page now will show activities for all Investment Profiles. An Investor can search and filter by a Profile, Project, Date Range, or Activity type.  The Investor Profile has been added as a field so investors will know which profile made the investment.

POST RELEASE

PRIOR TO RELEASE

The Document Page will now show documents for all Investment Profiles. An Investor can search and filter by Profile, Project, Date Range, and Folder. The date a document was added as a field and documents will default sort most recent to oldest.

PRIOR TO RELEASE

POST RELEASE

Distribution Detail Breakout

A new option has been added under Platform Preferences to allow Sponsors the ability to display an itemized list of Distribution Sub-types to their Investors. Selecting to display the Sub-types will display a + symbol that is clickable with a detail itemized view.

SHOW TOTAL DISTRIBUTION AMOUNT ONLY SHOW TOTAL

DISTRIBUTION AMOUNT AND ITEMIZED LIST OF DISTRIBUTION SUB-TYPES

In addition to the above, we have also enhanced our CRM feature to include better messaging on the impact and details of a contact deletion.

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