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Investment preferences and deal alerts

Short 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…

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.

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Applies to: firm teams and investors · Section: Deals · Updated 2026-10-14