Question 1

How does getting started work in INVESTOR PORTAL PRO?

Accepted Answer

Welcome to INVESTOR PORTAL PRO. The portal has two faces: the Admin view (the manager-side console) and the Investor view (what your LPs see). Switch between them at the foot of the left menu. The left menu opens when you hover it (tap it on a phone). Pin it open with the pin icon or `Ctrl/Cmd+B` Favorites sit at the top of the menu, then Recents Ask Docent (the orb in the header) anything about a screen, a number, or where something lives Admins also get the built-in CRM — see the CRM Start on the Dashboard.

Question 2

How does the built-in assistant work in INVESTOR PORTAL PRO?

Accepted Answer

Docent is the orb in the header. Ask in plain English — it answers from the same live data the screens use, and it can act for you. Ask about your data “How many investors do we have?” · “What is our total NAV?” “Top funds by IRR” · “How many capital calls?” Any investor by name, e.g. “Samantha Thomas” — invested, distributions, residual value Ask it to do something “Open the Net IRR by Fund report” — runs it “Open the CRM pipeline” · “CRM who should I call today” “Use the Oxford Navy palette” · “Switch to dark mode” “Open funds” — any page by name If Docent doesn’t know, it says so and points you to the team rather than guessing.

Question 3

How does favorites & Recents work in INVESTOR PORTAL PRO?

Accepted Answer

Star anything to pin it under Favorites at the top of the left menu: Pages — the star in each page header (or press `f`) Reports — hover a report tile and click its star Integrations — the star on each card Contacts and funds — hover a row in the table Clicking a favorite reopens that exact thing: the report opens its viewer, a contact opens their profile. Recents records every page and object you open, including CRM views (“CRM · Likely to close”).

Question 4

How does the CRM work in INVESTOR PORTAL PRO?

Accepted Answer

CRM in the left menu is INVESTOR PORTAL PRO’s AI-first CRM. It comes with INVESTOR PORTAL PRO — there is nothing extra to buy. You talk to it like a colleague; it does the record-keeping. CRM Dashboard — war-room gauges, forecast, pipeline, likely-to-close, today’s timeline Today — briefing, Morning Reveal, who to call, Commitments (promises you made) Pipeline — all deals, likely to close, churn watch, upsell radar, the stage board, forecast, deal rooms Relationships — contacts & companies, communications, support tickets Schedule, CRM Insight, CRM Finance (accounting and cashflow), Automation, Coaching Ask Abra — a new chat, or the `⌘K` command palette Shared data: every LP in INVESTOR PORTAL PRO is added to the CRM book as a Customer the first time you open the CRM, tagged `theia-lp`, with their fund, invested amount and distributions in the notes. INVESTOR PORTAL PRO stays the source of record for investor money; the CRM adds the relationship work. The CRM follows the portal’s light/dark mode and palette.

Question 5

How does graphite, palettes, light & dark work in INVESTOR PORTAL PRO?

Accepted Answer

Open User Preferences → Appearance. Look — Graphite (the INVESTOR PORTAL PRO design system: white panels, hairlines, ink buttons, one accent colour used only as a signal) or Classic (the original look) Palette — Graphite plus ten professional palettes: Oxford Navy, Slate Blue, Evergreen, Burgundy, Teal Ledger, Charcoal & Brass, Steel, Plum, Sandstone and Arctic Light / dark — the sun/moon button in the header. Every palette has both Your look and palette are saved to your profile, so they are still set next time you sign in. More expressive themes sit lower on the same card.

Question 6

How does user Preferences work in INVESTOR PORTAL PRO?

Accepted Answer

User Preferences holds 500 settings across investment management, portfolio accounting, investor relations, capital activity, risk & compliance, tax, treasury, valuation, ESG, documents, communications, security, data & integrations, fundraising and portfolio companies. Search, filter by area, or show Customized only Changes save the moment you make them; customised rows get an accent edge Items marked LIVE change the app immediately (info tooltips, market ticker, menu pin, table density) Export downloads your full settings as JSON; Reset All restores defaults

Question 7

How does report Library work in INVESTOR PORTAL PRO?

Accepted Answer

The Report Library has 500 reports in 28 categories, from fund accounting and capital activity to trading, credit, real estate and treasury. Every report runs live against the shared data and shows: Four metric tiles — records, total, average and trend, each with its own chart A results table, with fund and as-of filters Export CSV and Print / Save PDF (a clean black-and-white document) Each run’s metrics are stored, so the next time you open a report you see its last results. Download Workbook exports every table in the data layer as one CSV.

Question 8

How does integrations Hub work in INVESTOR PORTAL PRO?

Accepted Answer

The Integrations Hub lists 50 vendors in 8 categories. Each card shows its status; Connect links it, Configure sets the API key, environment and webhook, and Test checks the connection. Star a card to keep it in Favorites.

Question 9

How does one source for everything work in INVESTOR PORTAL PRO?

Accepted Answer

INVESTOR PORTAL PRO keeps one shared data layer: funds, investors, accounts, transactions, tax documents, capital calls, distributions, fees, valuations and ESG. Dashboards, all 500 reports and Docent’s answers read from it, so a figure is the same everywhere The CRM receives INVESTOR PORTAL PRO’s LPs from it (INVESTOR PORTAL PRO → CRM) Download Workbook (Report Library) exports every table as CSV — handy for review before the move to Supabase, which the tables are already shaped for

Question 10

How does getting around work in INVESTOR PORTAL PRO?

Accepted Answer

Left menu — hover to open; on a phone, tap once to open and tap outside to close. Parents open their sub-menu; tapping a page takes you there Pin the menu open with the pin icon or `Ctrl/Cmd+B` Back / Forward in your browser step through the pages you visited Every page has its own address (for example `#/funds`), so you can bookmark or share it `⌘K` jumps anywhere by name

Question 11

How does info tooltips work in INVESTOR PORTAL PRO?

Accepted Answer

Every metric, chart and section has one ⓘ icon. Hover for a quick preview; click for the full explanation. The i button in the left menu’s footer hides or shows every icon at once — your choice is saved.

Question 12

How does firm overview work in INVESTOR PORTAL PRO?

Accepted Answer

Firm overview is your firm's home once you sign in: funds, NAV, committed capital, investors, and the latest capital calls and distributions — all from your own data. A new firm starts blank; it fills in as you import or add records.

Question 13

How does import data work in INVESTOR PORTAL PRO?

Accepted Answer

Import data loads your firm's records in one go. Download the template (or the filled-in sample) — one sheet each for funds, investors, accounts, transactions, capital calls, distributions, valuations and tax documents Fill in what you have; only a few columns are required Upload it — every row is checked and you see a preview with any problems, by sheet and row Save — your data replaces the previous import; the original file is kept in Files → Imports You can also skip the template and type records straight into any table (+ Add row).

Question 14

How does files work in INVESTOR PORTAL PRO?

Accepted Answer

Files is your firm's private storage (50 MB per file). Choose Save to before uploading: Firm documents (your team only) or Share with investor (your team and that investor only). Investors see only what's shared with them.

Question 15

How does team & investors work in INVESTOR PORTAL PRO?

Accepted Answer

Team & investors controls who can sign in to your workspace. Admin — full access; can import, invite and remove people Viewer — sees everything, changes nothing Investor — linked to an investor record; sees only their own investments, calls, distributions and shared documents Each person gets an email from solutions@investorportalpro.com and signs in with a code — no password.

Question 16

How does usage & billing work in INVESTOR PORTAL PRO?

Accepted Answer

Usage & billing shows this month's file storage, records and logins, and what's above your plan's allowance. On the 1st, last month's usage charge is added to your regular INVESTOR PORTAL PRO invoice. Owners and admins only.

Question 17

How does every screen: records and workflows work in INVESTOR PORTAL PRO?

Accepted Answer

In your workspace every screen works on your firm's own records. Each one has + New, a searchable list with status counts, Export CSV, and a record form; buttons in the form move the record to its next step, and the database only allows the right steps. Capital calls — on Funds, Issue capital call splits the total across the fund's investors by what they invested, emails each one, then each line moves Issued → Paid / Overdue / Waived Distributions — Prepare distribution drafts each investor's share; Approve, then mark Paid (investors are emailed) Payments (Money queue, Manage money) and Trade orders need a second person to approve — whoever created it can't Statements — Generate statements for a period from calls and distributions; review, Approve, Publish (investors are emailed) Tax — Request W-9 / W-8 from every investor (they submit, you verify); Create K-1s for a year, then Draft → In review → Final → Sent Communications — write to all investors, one fund or one investor ({{investo

Question 18

How does editing any table work in INVESTOR PORTAL PRO?

Accepted Answer

In your workspace every table is yours to edit: + Add row under a table adds a record Click any cell to change it; press Enter or click away to save × at the end of a row deletes it Export CSV downloads the table Everything saves to your firm's account and follows you to any device. Viewers can look but not change.

Question 19

How does signing in and out work in INVESTOR PORTAL PRO?

Accepted Answer

Choose Sign in to your workspace on the front door, enter your email, and type the code we email you. Sign Out (bottom of the left menu) saves anything pending and clears your data from that browser — important on a shared computer. Your settings and edits come back on any device when you sign in again.

Question 20

How does browse deals work in INVESTOR PORTAL PRO?

Accepted Answer

Browse deals is your deal flow from every firm on INVESTOR PORTAL PRO — not just the firms you already invest with. Rule 506(c) deals are shown to the teams and investors of every firm on INVESTOR PORTAL PRO (never the public web); Rule 506(b) deals appear only if the lead invites you. Filter by sector, lead or status. Each card shows the raise progress, minimum, days left, the lead and their carry. Open a deal to read the memo, terms, risks and updates. Each deal is its own vehicle (SPV): you invest deal by deal, never in a blind pool.

Question 21

How does investing in a deal work in INVESTOR PORTAL PRO?

Accepted Answer

Complete your Investor profile once (legal name, how you invest, accreditation) On the deal, enter an amount (at least the minimum) and choose Invest Read the subscription agreement, tick the two acknowledgements, and sign by typing your full legal name Wire the amount directly to the lead's deal account using the instructions shown — INVESTOR PORTAL PRO never holds investor money The lead confirms your wire; you'll see each step under My deals. Rule 506(c) deals also need verified accreditation — use Get verified with VerifyInvestor (free for you) or upload a letter from a CPA, attorney, adviser or broker-dealer.

Question 22

How does my deals work in INVESTOR PORTAL PRO?

Accepted Answer

My deals shows every deal you've invested in, its status (signed → wire received → closed), what you invested, what it has paid you, and your multiple so far. Documents & K-1s lists your Schedule K-1s and other deal documents once a deal has closed.

Question 23

How does investor profile work in INVESTOR PORTAL PRO?

Accepted Answer

Investor profile is used for every deal. Choose the accreditation statement that applies to you. For Rule 506(c) deals, verification is required: upload a letter dated within 90 days, or use VerifyInvestor from the deal page. Only you and the leads of deals you join can see it.

Question 24

How does raising capital work in INVESTOR PORTAL PRO?

Accepted Answer

Raise capital launches a deal: The deal — lead name, deal name, company, sector, stage, instrument, pitch, memo, risks Terms — target, minimum/maximum check, valuation, carry, management fee, set-up costs, your own investment, closing date Who can see it — Rule 506(c): deal flow for the teams and investors of every firm on INVESTOR PORTAL PRO (never the public web), every investor verified; Rule 506(b): private, invited investors only Wire instructions — shown to an investor only after they sign Save draft or Submit for review. INVESTOR PORTAL PRO reviews every deal before it goes live and emails you when it's approved (or what to change). $799 per deal, added to your next INVESTOR PORTAL PRO invoice only when the deal is approved. You are the issuer: file Form D within 15 days of the first sale and use deal documents from your securities counsel.

Question 25

How does managing a deal work in INVESTOR PORTAL PRO?

Accepted Answer

Manage deal (from the deal page or after publishing) runs the raise: Investors — confirm wires (Wire received), verify accreditation (Check VerifyInvestor or Mark verified), record your KYC/AML checks (result, date, how it was checked, notes), withdraw or refund Invite investors — emails the deal to the people you list Investor updates — posted to the deal page and emailed Documents & K-1s — upload for every investor or one investor; they're notified Close deal — funded investors are accepted, ownership is set, and the deal and its investors join your firm's records Distribute — pro rata; capital is returned first, then carry on profit only; preview before paying Export cap table — CSV

Question 26

How does getting paid: wires, refunds and payouts work in INVESTOR PORTAL PRO?

Accepted Answer

Investors always pay you — directly into the deal's own bank account. INVESTOR PORTAL PRO never holds investor money. Link the deal bank account (Manage deal → Getting paid) — read-only, through Plaid; INVESTOR PORTAL PRO matches incoming wires to investors by amount and name every hour and marks them Wire received (wire fees up to $75 are allowed for) Minimum raise — set one on the deal and it can't close below it; if the closing date passes short, choose Cancel deal and refund investors, refund each funded investor from the deal account, and click Refund on their row to record it Payouts — after each distribution, download the Payment file and upload it to your bank's bulk-payment screen

Question 27

How does investment preferences and deal alerts work in INVESTOR PORTAL PRO?

Accepted Answer

In your Investor profile, set the sectors, stages, deal types, regions, check size, hold period and target return you want. Browse deals → Matches my preferences shows open deals that meet your criteria, with the reasons. Turn on alerts to get an email when INVESTOR PORTAL PRO approves a new Rule 506(c) deal that matches. Alerts follow your criteria only — they aren't recommendations or advice. Pause or change them anytime.

Question 28

How does ask about a deal (AI analyst) work in INVESTOR PORTAL PRO?

Accepted Answer

On any deal page, Ask about this deal answers questions from that deal's own memo, terms, risks and updates, and compares its terms with other deals on INVESTOR PORTAL PRO (carry, fees, minimums). It cites where an answer comes from, says when something isn't in the materials, and flags missing information. It never tells you whether to invest — that's not investment advice.

Question 29

How does portfolio intelligence work in INVESTOR PORTAL PRO?

Accepted Answer

My deals shows your exposure by sector, a warning when one sector is 40% or more of your INVESTOR PORTAL PRO investments, and each deal's invested amount, cash received and cash multiple.

Question 30

How does audit trail work in INVESTOR PORTAL PRO?

Accepted Answer

Audit trail (owners and admins) lists every change to your firm's data — records added, edited or deleted on any screen, imports, files, team and investor invitations, deals (submitted, approved, closed, distributed), commitments, wires, refunds, KYC/AML, accreditation, documents, updates and settings — plus sign-ins, sign-outs and exports. Each entry shows who, when and what. Entries can't be edited or deleted. Search, filter and Export CSV.

Question 31

How does changing your email or phone work in INVESTOR PORTAL PRO?

Accepted Answer

When you change your email or mobile phone in your investor profile, INVESTOR PORTAL PRO asks which of the firms you work with on INVESTOR PORTAL PRO should get your new details. Only the firms you tick are told; nobody else is.

Question 32

How does connections: accreditation verification work in INVESTOR PORTAL PRO?

Accepted Answer

Under Raise capital → Connections, connect your firm's own VerifyInvestor account (embedded token + API token) — its fees are billed to you, not INVESTOR PORTAL PRO. Investors on Rule 506(c) deals then verify their accreditation inside INVESTOR PORTAL PRO (free for them), and you record the result with Check VerifyInvestor. Start with VerifyInvestor's staging keys. Keys are stored server-side and are never shown again.

Question 33

What’s new?

Accepted Answer

v2.8 — every screen on its own records with its own workflow; capital calls, distributions, statements, K-1s, tax forms, two-person approvals, investor emails v2.7 — sign up and pay inside the app v2.6 — investment preferences and deal alerts, AI deal analyst, AI memo drafts, portfolio intelligence, audit trail, consented contact updates v2.5 — deal flow across every firm on INVESTOR PORTAL PRO v2.4 — INVESTOR PORTAL PRO review and $799 per deal; KYC/AML records v2.3 — investors pay the lead directly v2.2 — deal updates, K-1s and documents, deal emails, escrow and accreditation connections v2.0 — INVESTOR PORTAL PRO Deals: syndicated offerings from raise to distributions v1.9 — the platform is now INVESTOR PORTAL PRO v1.8 — blank workspaces, every table editable, the CRM inside, every button working v1.7 — teams, investors and usage billing v1.4 — ten professional palettes; Docent answers from live data and can act for you; the CRM now receives INVESTOR PORTAL PRO’s LPs; this manual refreshed v1.3 — the INVESTOR PORTAL PRO Graphite design system across the whole demo v1.2

Question 34

How do I use Funds in INVESTOR PORTAL PRO?

Accepted Answer

Funds keeps your firm’s fund records. What’s recorded: Fund, Strategy, Vintage, Committed, NAV, Distributed, DPI, TVPI, Currency Issue capital call — enter the fund, total and due date; INVESTOR PORTAL PRO splits it across the fund’s investors by what they invested and emails each one. Prepare distribution — drafts each investor’s pro-rata share; approve it, then mark Paid. Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 35

How do I use Accounts in INVESTOR PORTAL PRO?

Accepted Answer

Accounts keeps your firm’s account records. What’s recorded: Account, Type, Reference, Owner, Value, Status Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 36

How do I use Transactions in INVESTOR PORTAL PRO?

Accepted Answer

Transactions keeps your firm’s transaction records. What’s recorded: Reference, Account, Fund, Date, Type, Amount Steps: Pending → Approved / Rejected; Approved → Posted / Rejected. The database only allows these moves. Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 37

How do I use Pending Transactions in INVESTOR PORTAL PRO?

Accepted Answer

Pending Transactions keeps your firm’s transaction records. What’s recorded: Reference, Account, Fund, Date, Type, Amount Steps: Pending → Approved / Rejected; Approved → Posted / Rejected. The database only allows these moves. Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 38

How do I use Money Queue in INVESTOR PORTAL PRO?

Accepted Answer

Money Queue keeps your firm’s payment records. What’s recorded: Direction, Pay to / from, Investor (optional), Fund, Amount, Due, Memo Steps: Pending → Approved / Rejected; Approved → Paid / Rejected. The database only allows these moves. Two-person approval: whoever created it can’t approve it. Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 39

How do I use Manage Money in INVESTOR PORTAL PRO?

Accepted Answer

Manage Money keeps your firm’s payment records. What’s recorded: Direction, Pay to / from, Investor (optional), Fund, Amount, Due, Memo Steps: Pending → Approved / Rejected; Approved → Paid / Rejected. The database only allows these moves. Two-person approval: whoever created it can’t approve it. Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 40

How do I use Portfolio Companies in INVESTOR PORTAL PRO?

Accepted Answer

Portfolio Companies keeps your firm’s portfolio company records. What’s recorded: Company, Fund, Sector, Invested, Ownership %, Current value, Invested on Steps: Active → Exited / Written off. The database only allows these moves. Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 41

How do I use Fund Performance in INVESTOR PORTAL PRO?

Accepted Answer

Firm Profile — Fund Performance shows live totals from your firm’s records: Funds, Committed, NAV, Distributed, with the latest records underneath.

Question 42

How do I use Document Profile in INVESTOR PORTAL PRO?

Accepted Answer

Document Profile keeps your firm’s document records — investors see only their own. What’s recorded: Title, Category, Fund, Shared with investor (optional), File (path in Files), Version, Notes Steps: Draft → Published; Published → Archived; Archived → Published. The database only allows these moves. Investor emails go out when a record reaches: Published. Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 43

How do I use Document Management in INVESTOR PORTAL PRO?

Accepted Answer

Document Management keeps your firm’s document records — investors see only their own. What’s recorded: Title, Category, Fund, Shared with investor (optional), File (path in Files), Version, Notes Steps: Draft → Published; Published → Archived; Archived → Published. The database only allows these moves. Investor emails go out when a record reaches: Published. Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 44

How do I use Statements in INVESTOR PORTAL PRO?

Accepted Answer

Statements keeps your firm’s capital account statement records — investors see only their own. What’s recorded: Investor, Fund, Period, Opening balance, Contributions, Distributions, Fees, Gain / loss, Closing balance Steps: Draft → Approved; Approved → Published / Draft. The database only allows these moves. Investor emails go out when a record reaches: Published. Generate statements — builds each investor’s capital account for a period from calls and distributions. Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 45

How do I use Reports in INVESTOR PORTAL PRO?

Accepted Answer

Reports keeps your firm’s investor report records — investors see only their own. What’s recorded: Title, Period, Fund, Report Steps: Draft → Published; Published → Draft. The database only allows these moves. Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 46

How do I use Weekly Digest in INVESTOR PORTAL PRO?

Accepted Answer

Weekly Digest keeps your firm’s scheduled report records. What’s recorded: Name, Frequency, Recipients (emails), What it includes, Last sent Steps: Active → Paused; Paused → Active. The database only allows these moves. Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 47

How do I use Demo Analytics in INVESTOR PORTAL PRO?

Accepted Answer

Demo Analytics shows live totals from your firm’s records: Investors, Called, Distributed, Open tickets, with the latest records underneath.

Question 48

How do I use Create Email in INVESTOR PORTAL PRO?

Accepted Answer

Communications — Create Email keeps your firm’s email records. What’s recorded: Send to, Fund (if one fund), Investor (if one investor), Subject, Message, Send on (for scheduled emails), Sent to Steps: Draft → Scheduled / Sent; Scheduled → Draft / Sent. The database only allows these moves. Draft investor letter with AI — writes a quarterly letter from the fund’s own figures and your notes into a draft email you review before sending (it never invents numbers or predicts returns). Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 49

How do I use Email Templates in INVESTOR PORTAL PRO?

Accepted Answer

Email Templates keeps your firm’s email template records. What’s recorded: Name, Subject, Body (use {{investor}}, {{fund}}) Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 50

How do I use Sent Emails in INVESTOR PORTAL PRO?

Accepted Answer

Sent Emails keeps your firm’s email records. What’s recorded: Send to, Fund (if one fund), Investor (if one investor), Subject, Message, Send on (for scheduled emails), Sent to Steps: Draft → Scheduled / Sent; Scheduled → Draft / Sent. The database only allows these moves. Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 51

How do I use SMTP Settings in INVESTOR PORTAL PRO?

Accepted Answer

SMTP Settings saves your firm’s settings: From name, Reply-to email, Signature. Emails go out from INVESTOR PORTAL PRO's verified mailbox with your firm's name and reply-to address, so replies come to you.

Question 52

How do I use Notifications in INVESTOR PORTAL PRO?

Accepted Answer

Notifications keeps your firm’s notification records. What’s recorded: Title, Details, Level Steps: Unread → Read; Read → Unread. The database only allows these moves. Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 53

How do I use Calendar in INVESTOR PORTAL PRO?

Accepted Answer

Calendar keeps your firm’s calendar event records. What’s recorded: Title, Date, Type, Fund, Notes Steps: Scheduled → Done / Cancelled. The database only allows these moves. Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 54

How do I use Contacts in INVESTOR PORTAL PRO?

Accepted Answer

Contacts keeps your firm’s contact records. What’s recorded: Name, Company, Email, Phone, Type, Owner Steps: Active → Inactive; Inactive → Active. The database only allows these moves. Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 55

How do I use Investor Profile in INVESTOR PORTAL PRO?

Accepted Answer

IPP IR — Investor Profile keeps your firm’s interaction records. What’s recorded: Contact, Type, Date, Summary Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 56

How do I use Fundraising in INVESTOR PORTAL PRO?

Accepted Answer

Fundraising keeps your firm’s fundraising prospect records. What’s recorded: Prospect, Fund, Target, Owner, Next step Steps: Lead → Contacted / Lost; Contacted → Meeting / Lost; Meeting → Due diligence / Lost; Due diligence → Soft commit / Lost; Soft commit → Committed / Lost. The database only allows these moves. Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 57

How do I use Support Tickets in INVESTOR PORTAL PRO?

Accepted Answer

Support Tickets keeps your firm’s support ticket records — investors see only their own. What’s recorded: Subject, Investor, Priority, Details, Resolution Steps: Open → In progress / Resolved; In progress → Resolved; Resolved → Closed / Open. The database only allows these moves. Investor emails go out when a record reaches: Resolved. Investors can create these from their portal. Investors can: Resolved → Open. Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 58

How do I use General Settings in INVESTOR PORTAL PRO?

Accepted Answer

App Settings — General Settings saves your firm’s settings: Share anonymous figures for INVESTOR PORTAL PRO benchmarks (needed to see benchmarks), Require 2-step sign-in (authenticator app) for everyone in the firm, Firm name shown to investors, Base currency, Fiscal year end (MM-DD), Time zone, Support email, Support phone.

Question 59

How do I use Tab Management in INVESTOR PORTAL PRO?

Accepted Answer

Tab Management saves your firm’s settings: Screens hidden from investors (one per line), Screens hidden from viewers (one per line). Hidden screens disappear from the menu for that role.

Question 60

How do I use Permission Manager in INVESTOR PORTAL PRO?

Accepted Answer

Permission Manager saves your firm’s settings: Viewers can export CSV, Admins can invite people, Payments need a second approver. Who can do what, on top of the roles in Team & investors.

Question 61

How do I use Privacy & Terms in INVESTOR PORTAL PRO?

Accepted Answer

Firm Profile — Privacy & Terms saves your firm’s settings: Privacy notice shown to investors, Terms of use shown to investors.

Question 62

How do I use Market Indices in INVESTOR PORTAL PRO?

Accepted Answer

Market Indices keeps your firm’s market index records. What’s recorded: Symbol, Name, Level, Change %, As of Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 63

How do I use News in INVESTOR PORTAL PRO?

Accepted Answer

News keeps your firm’s news item records — investors see only their own. What’s recorded: Headline, Source, Link, Date, Summary Steps: Draft → Published; Published → Draft. The database only allows these moves. Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

Question 64

How do I use Videos in INVESTOR PORTAL PRO?

Accepted Answer

Videos keeps your firm’s video records — investors see only their own. What’s recorded: Title, Video link, Category, Description Steps: Draft → Published; Published → Draft. The database only allows these moves. Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.

INVESTOR PORTAL PRO frequently asked questions

How does getting started work in INVESTOR PORTAL PRO?

How does the built-in assistant work in INVESTOR PORTAL PRO?

How does favorites & Recents work in INVESTOR PORTAL PRO?

How does the CRM work in INVESTOR PORTAL PRO?

How does graphite, palettes, light & dark work in INVESTOR PORTAL PRO?

How does user Preferences work in INVESTOR PORTAL PRO?

How does report Library work in INVESTOR PORTAL PRO?

How does integrations Hub work in INVESTOR PORTAL PRO?

How does one source for everything work in INVESTOR PORTAL PRO?

How does getting around work in INVESTOR PORTAL PRO?

How does info tooltips work in INVESTOR PORTAL PRO?

How does firm overview work in INVESTOR PORTAL PRO?

How does import data work in INVESTOR PORTAL PRO?

How does files work in INVESTOR PORTAL PRO?

How does team & investors work in INVESTOR PORTAL PRO?

How does usage & billing work in INVESTOR PORTAL PRO?

How does every screen: records and workflows work in INVESTOR PORTAL PRO?

How does editing any table work in INVESTOR PORTAL PRO?

How does signing in and out work in INVESTOR PORTAL PRO?

How does browse deals work in INVESTOR PORTAL PRO?

How does investing in a deal work in INVESTOR PORTAL PRO?

How does my deals work in INVESTOR PORTAL PRO?

How does investor profile work in INVESTOR PORTAL PRO?

How does raising capital work in INVESTOR PORTAL PRO?

How does managing a deal work in INVESTOR PORTAL PRO?

How does getting paid: wires, refunds and payouts work in INVESTOR PORTAL PRO?

How does investment preferences and deal alerts work in INVESTOR PORTAL PRO?

How does ask about a deal (AI analyst) work in INVESTOR PORTAL PRO?

How does portfolio intelligence work in INVESTOR PORTAL PRO?

How does audit trail work in INVESTOR PORTAL PRO?

How does changing your email or phone work in INVESTOR PORTAL PRO?

How does connections: accreditation verification work in INVESTOR PORTAL PRO?

What’s new?

How do I use Funds in INVESTOR PORTAL PRO?

How do I use Accounts in INVESTOR PORTAL PRO?

How do I use Transactions in INVESTOR PORTAL PRO?

How do I use Pending Transactions in INVESTOR PORTAL PRO?

How do I use Money Queue in INVESTOR PORTAL PRO?

How do I use Manage Money in INVESTOR PORTAL PRO?

How do I use Portfolio Companies in INVESTOR PORTAL PRO?

How do I use Fund Performance in INVESTOR PORTAL PRO?

How do I use Document Profile in INVESTOR PORTAL PRO?

How do I use Document Management in INVESTOR PORTAL PRO?

How do I use Statements in INVESTOR PORTAL PRO?

How do I use Reports in INVESTOR PORTAL PRO?

How do I use Weekly Digest in INVESTOR PORTAL PRO?

How do I use Demo Analytics in INVESTOR PORTAL PRO?

How do I use Create Email in INVESTOR PORTAL PRO?

How do I use Email Templates in INVESTOR PORTAL PRO?

How do I use Sent Emails in INVESTOR PORTAL PRO?

How do I use SMTP Settings in INVESTOR PORTAL PRO?

How do I use Notifications in INVESTOR PORTAL PRO?

How do I use Calendar in INVESTOR PORTAL PRO?

How do I use Contacts in INVESTOR PORTAL PRO?

How do I use Investor Profile in INVESTOR PORTAL PRO?

How do I use Fundraising in INVESTOR PORTAL PRO?

How do I use Support Tickets in INVESTOR PORTAL PRO?

How do I use General Settings in INVESTOR PORTAL PRO?

How do I use Tab Management in INVESTOR PORTAL PRO?

How do I use Permission Manager in INVESTOR PORTAL PRO?

How do I use Privacy & Terms in INVESTOR PORTAL PRO?

How do I use Market Indices in INVESTOR PORTAL PRO?

How do I use News in INVESTOR PORTAL PRO?

How do I use Videos in INVESTOR PORTAL PRO?

How do I use Risk in INVESTOR PORTAL PRO?

How do I use Performance in INVESTOR PORTAL PRO?

How do I use Trade Order Management in INVESTOR PORTAL PRO?

How do I use Reconciliation in INVESTOR PORTAL PRO?

How do I use Dashboard in INVESTOR PORTAL PRO?

How do I use K-1 Management in INVESTOR PORTAL PRO?

How do I use Document Collection in INVESTOR PORTAL PRO?

How do I use Withholding & 1042 in INVESTOR PORTAL PRO?

How do I use State & Composite in INVESTOR PORTAL PRO?

How do I use Specialty Items in INVESTOR PORTAL PRO?

How do I use Calendar in INVESTOR PORTAL PRO?

How do I use Dashboard in INVESTOR PORTAL PRO?

How do I use AML / KYC / OFAC in INVESTOR PORTAL PRO?

How do I use Regulatory Filings in INVESTOR PORTAL PRO?

How do I use Periodic Reviews & Testing in INVESTOR PORTAL PRO?