Post-Investment Help

Learn more about what happens after an investment.

• Who manages investments post-funding?
• How to upload a document in an Investor Room
• How do investors get a return on investment?
• When will I receive distributions from my investment?
• How to add or edit distribution payment methods
• Offering performance tracking
• How to navigate the investor portal Portfolio page
• What happens when a deal is underperforming?
• Transferring ownership of an investment