Turn on the investor portal and control access

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, chosen which metrics investors see, and you'll understand exactly what controls whether an investor can view a holding and its data.

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.

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.