Viewing investment opportunities | FundCentre Fundraising

  • Updated

Applies to: Investors (LPs)
 

You can view investment opportunities in two ways. If you have been invited to the LP portal, you can view details about investment opportunities using the portal. If you have not been invited to the LP portal, you can view the opportunity landing page by clicking the URL in the outreach email.  From the landing page, you can express interest in the investment. By expressing interest, you are making a request to view more information on the LP portal. The GP can approve or reject your request.

Icons_Approved.svg How to express interest in an opportunity

  1. Click the URL included in the outreach email to display the landing page for the opportunity.
  2. Click Show Interest.
  3. Enter your name and email address.
  4. Click Show Interest.

Icons_Approved.svg How to view an opportunity in the LP portal

If you have been invited to the LP portal and have set up an Intralinks account, you can view opportunities in the LP portal.

Important! If a consent is required and you have not accepted the consent, you will be prompted to do so. If you do not accept the consent, you will not be able to view investment opportunities.

  1. Click Opportunity Details by selecting Investment Opportunities from the Invest menu.
  2. (Optional.) You can perform the following tasks in the Opportunity Details page:
    • Export opportunities in CSV format by clicking Export.
    • View all opportunities by clicking View All.
    • Toggle the view by clicking the list view listicon.png icon or the fund card cardicon.png icon.
  3. Click the opportunity you want to view.
  4. Use the following tabs to view information about the opportunity:
    • Landing Page - Displays the landing page that shows information about the opportunity that the GP wants to share with you.
    • Overview - Shows the funds and documents associated with the opportunity. Click a fund or document to view information about it. You can also 
    • Funds - Shows the funds associated with the opportunity. Click the Fund to view information about it. 
    • Documents - Lists the documents associated with the opportunity. Click a document to view it and see information about it. 
    • Investors - Lists the investors associated with the opportunity. Click a fund to view it's details.

Icons_Approved.svg How to view investors and funds

  1. From the Invest menu, select Investors.
  2. Click a fund name to view details about it. Use the following tabs to view information about the fund:
    • Landing page - Displays customized strategic information for potential investors.
    • Details - Displays details about the investment approach and fees. 
    • Investors - Lists the investors associated with the opportunity.
    • Documents - Lists the documents associated with the fund. 

Icons_Approved.svg How to view and download one or more documents

  1. Click Documents.
  2. (Optional.) To view documents that the GP has highlighted as important, click the Highlighted Documents filter in the left panel.
  3. (Optional.) To view documents in a particular group, select the group in the left panel. Click Clear to remove the filter.
  4. To download a single document, click the checkbox checkbox.pngin front of the document name and click Download.
  5. To download multiple documents, select the documents by clicking the the checkbox checkbox.png in front of the document names, and click Download. Note that the documents that you can select are limited to the documents that are displayed on the screen. The Export Data screen displays. Click the document name to download it as a ZIP file.
  6. To view the document and it's details, click the document name.

 

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