Sponsor (Lead Investor/Administrator) creates Investors in their Sponsor Portal. Investors receive login credentials.
Sponsor creates projects and assigns Investors to projects.
Sponsor shares files and messages to Investors or project level. Investors view/download files and messages within their Investor Portal.
In minutes you've set up Investor Portals! Investors are notified when new documents are available in their own portal, easily managed and securely archived all in one place.