Getting started

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.