Preview the portal as an investor

By the end of this guide you'll have opened the investor portal as one of your investors sees it, checked their dashboard, holdings and opportunities from your firm, and you'll know which actions the preview shows but won't run.

What View as Investor shows you

View as Investor opens the investor portal in a new browser tab, as the contact you choose. A banner at the top of the portal names the contact you're previewing as. The preview covers every investing entity that contact is linked to in your organization, and it shows only your firm's data: if the investor also invests with other fund managers on Covercy One, none of that appears in your preview.

The preview is read-only. You see the same screens and buttons the investor sees, but nothing you click changes their data, sends anything, or moves money.

Preview from an investing entity

1. Go to Investors and open the investing entity you want to check.
2. Find View as Investor in the page header. It's there on every tab of the entity page.
3. If the entity has one linked contact, choose View as Investor. The preview starts for that contact.
4. If the entity has several linked contacts, choose View as Investor and pick a contact from the menu. The primary contact is listed first and marked as primary.
5. The investor portal opens in a new tab. Check the banner to confirm which contact you're previewing as.

Preview from a position

1. Open the position, for example by selecting its row on a holding's Overview or on the Positions page.
2. Choose View as Investor in the position view header.
3. The investor portal opens in a new tab, previewed as the investing entity's primary contact.

What you'll see in the preview

• Dashboard: the portfolio summary, holding cards and map include only holdings from your firm. If the contact has two or more investing entities with you, the investing entity selector appears and lists only those entities. A contact with nothing at your firm sees the empty dashboard with zero values.
• Holdings: each holding page looks as it does for the investor, including its Action Required cards. The only card left out is the reminder to add a bank account, because it leads to Banking.
• Opportunities: an opportunity opens with the same content the investor reads, but without the investment form, so you can't start an investment.
• Cash Flows: the investor's cash flows are shown, but the export option isn't offered in the preview.

Actions the preview shows but won't run

The preview keeps the investor's buttons visible so you see exactly what they see. When you click one that would change something, a dialog explains that View as Investor is a view-only preview and the action can't be performed from it. This applies to:

• The Settings and Banking tabs. They stay in the menu but open the dialog instead of the section.
• Pay Now on a pending capital call, on the dashboard or a holding page. No payment page opens.
• Sign on a holding page, for a document waiting for the investor's signature. No signing page opens.

Check your result and get help

You've previewed successfully when the new tab shows the investor portal with a banner naming your chosen contact and only your firm's holdings. When you're done, close the tab; your entity page or position view is still open in the original tab. If a holding you expected is missing, check that the investor portal is turned on for it and that the investing entity holds a position in it. If the preview fails to start, a message appears next to View as Investor and the portal doesn't open; try again, and contact Covercy support if it keeps failing.