During this transition, you may see both names in the application and related documentation.
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Welcome to Intralinks InvestorVision! This page includes a repository of video tutorials specific to the InvestorVision application. Explore the topics below to view concise instructional videos to help you complete tasks within the InvestorVision application.
Getting Started with InvestorVision
As a fund manager, you will need to build out your InvestorVision portal. Watch these videos to learn about account activation and how to customize your portal before building out your InvestorVision portal.
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Account Activation See this demo on how to activate your Intralinks account. |
Manage Templates Watch this video to learn about using templates in InvestorVision. |
LP Roles and Doc Types Document types must be configured within your portal for users to be able to access. |
Build your InvestorVision portal
Follow the steps below in order and view the video tutorials for guidance on how to complete tasks. Refer to the technical documentation for in-depth processes.
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Step 1: Add Funds Funds must be added to your portal before adding investors or users. This tutorial walks through the process. |
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Step 2: Add Investors & Create Investments After adding funds, you will need to add investors and then create an investment to link an investor with a fund. |
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Step 3: Add & Manage Companies Learn how to add & manage third-party companies within your InvestorVision portal. |
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Step 4: Add & Manage Users Watch this tutorial to learn how to add users and assign permissions. |
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Step 5: Add & Manage Documents Watch this video when you are ready to add documents to your InvestorVision portal.
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Step 6: Publish Documents Documents that are uploaded must be published for LPs to access. Learn about permission levels and how to publish documents within your InvestorVision portal. |
Bulk Upload Actions in InvestorVision
Use bulk upload to speed up your workflow. Select a topic to watch a detailed walkthrough tutorial. Refer to the technical documentation for in-depth processes.
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Bulk Upload Funds Consider uploading funds in bulk if managing a large quantity by using bulk actions. |
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Bulk Upload Investors Learn how to speed up your workflow by adding investors in bulk. Watch this tutorial to learn how. |
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Bulk Upload Investments Use bulk actions to upload investments after adding funds and investors to your portal. |
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Bulk Add Companies Learn how to use bulk upload to add companies in InvestorVision.. |
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Bulk Users & Permissions Both users and permissions for users can be added with bulk actions. Watch this tutorial for a detailed walkthrough.
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Bulk Upload Documents It is recommended to upload documents in bulk for historical data. Watch this tutorial to learn how to upload documents using bulk actions. |
Add Postings in InvestorVision
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Posting with split codes See how to add postings using split codes within InvestorVision. |
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Posting without split codes Watch this video to learn about best practices and how to add a posting without the use of split codes. |
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Bonus Content - Create an Investment Report A GP Admin can create custom reports, learn how to create an Investment Report to extract Investor, Account, and Fund ID details to use as quick reference while completing a bulk upload or posting template in InvestorVision. View the full article for instructions on adding reports as a GP Admin.
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