Viewing investment opportunities | 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. You must have an Intralinks account to view the landing page. 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.svgHow 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.

  1. In the Opportunities section of the dashboard, click the opportunity name. You can also see a list of opportunities by selecting Investment Opportunities from the Invest menu. Click the opportunity you want to view.
  2. 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:
    • 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 documents

  1. Click Documents.
  2. To download a document, click the checkbox in front of the document name and click Download.
  3. To view the document and it's details, click the document name.

 

Was this article helpful?