LP subscription process improvements
What’s new
We continue to update the investor portal to give your LPs a seamless investment experience that is easy to comprehend and follow. For many of your LPs, this may be their first investment and we want them, as well as seasoned investors, to understand the process and easily navigate through each step involved with online investing.
One of the first changes your LPs will see is a new Welcome page when they initiate a subscription. This page will give them an overview of the subscription process and outline the steps they will take. A navigation bar at the top of the page will show each step. As they move forward in the process, the navigation bar keeps them informed of their status.
What are the benefits?
Your LPs will have a more rewarding experience, increasing their chances of investing with you again and referring others. In addition, their ability to navigate on their own allows you to spend your time seeking new deals and managing other aspects of your business.
Timing
Look for this revision to the Manager platform to launch on May 24, 2022.
What’s next?
Continue to look for future changes to the subscription process to include the navigation bar on all steps, make choices more intuitive, and give the user additional clarity and guidance.