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By the end of this guide you'll have turned on the investor portal for a holding so the right investors can see it, optionally let them know they now have access, and you'll understand exactly what controls whether an investor can view a holding and its data.
Note
Turning the portal on and off is a GP task. You need access to your firm's workspace and to the holding you want to share. If the toggle or an action is unavailable, ask a workspace admin to grant you access.
What the investor portal toggle controls
Each holding has an Investor Portal setting that decides whether investors can see that holding — and all of its associated data — in their investor portal. When it's off, the holding and everything tied to it stay hidden from investors. When it's on, the investors connected to that holding can view it. You control this setting per holding, so you decide exactly which holdings are visible and when.
Note
A new holding starts with the investor portal turned off. Nothing is visible to investors until you deliberately turn it on, so you can set up a holding fully before sharing it.
Two things decide what an investor sees
What an investor can view depends on two conditions, and both must be true:
- The investor is connected to the holding — they hold a position in it (added through a fundraise or imported). Investors only ever see holdings they're tied to; turning the portal on never exposes a holding to investors who aren't part of it.