May 2017 Release

Dashboard

Your Investors will see an updated dashboard that includes an investment allocation chart. A photo and map will also display for each investment.

Old View:

New View:

Offerings

Your Investors will see an updated tile look and feel on their Offerings page.

Old View:

New View:

 

Waterfall Fees

You now have the ability to use a waterfall fee template when you create your waterfall rules.

 

Consolidated Investments

You can view any applicable investors’ consolidated investment details with the icon below on the Cap Table tab. You’ll also have the ability to edit investments.

 

 

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