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.
We are building on the changes introduced in May by allowing LPs to more easily create, review, and edit the details for the investor account during the subscription process. We’ve introduced a new screen that is straightforward and intuitive to use.
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 second revision to the investor portal subscription process to launch on July 27, 2022.
What’s next?
We have one more update to the subscription process planned. This final update will include the navigation bar on all steps, make choices more intuitive, and give the user additional clarity and guidance.