Dashboard#

Welcome to the Section: Dashboard section. This area displays all companies you have enrolled with as an investor and allows you to manage your investment status.

Dashboard Tiles#

Hover Over or Click a Tile to Explore Further

The tiles below offer quick access to dashboard actions. Hover over or click a tile to explore further.

Dashboard Homepage#

The Section: Dashboard section opens to display your enrolled companies:

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Investor Portal, Dashboard, Homepage#

Dashboard Sections#

The Section: Dashboard contains several key areas:

Section Features

For more information on navigating the dashboard:

  • View enrolled companies at a glance

  • Access quick actions for each company

  • Monitor investment summaries

  • Check notifications for pending items

Summary Section#

You can find the summary section displaying key investment metrics:

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Investor Portal, Dashboard, Summary Section#

Investment Summary Graph#

Where to Find It

You can find the Section: Investment Summary Graph on the Section: Dashboard summary area.

Graph Location#

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Investor Portal, Dashboard, Investment Summary Graph Location#

Graph Categories Highlighted#

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Investor Portal, Dashboard, Graph Categories Highlighted#

Corporation Name Highlighted#

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Investor Portal, Dashboard, Corporation Name Highlighted on Graph#

Notifications#

You can find the notifications at the bottom of the Section: Dashboard section:

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Investor Portal, Dashboard, Notifications at Bottom#

These notifications summarize pending items that may need your attention, such as:

  • Cashout submissions

  • New enrollments

  • Actions you can take (Continue or Cancel)

Dashboard Navigation#

Use the sidebar menu to access other investor features. Common destinations from Dashboard: