What’s new

We know that security is important to you and we ensure that only valid users have access to your investor portal.  Until now, that layer of security required someone from your team to approve each user. Many of our customers, however, found that the approval step was just a formality and preferred a more streamlined access process.  To support both types of customers, those that want to manage all investor access and those who prefer a lighter process,  we’ve created a new approval access setting for the investor portal.  This setting allows managers to specify how much control they want to maintain over who is given access to their investor portal.  

How it works

When No approval required is enabled, any new portal access requests are automatically approved once the user confirms their email address. 

The default setting for approval access is Investors require approval and remains as it is today which requires each investor request to be reviewed and approved before access is granted.

What are the benefits?

When you choose to enable the new setting, your investors have immediate access to your offerings once they confirm their email addresses.  And your team has fewer tasks to complete before getting deals in front of potential investors.  You are creating a better experience for your investors and improving your efficiency at the same time!

Timing

Look for this revision to the Manager platform to launch on May 12, 2022.

Additional resources

Investor Portal Controls

What’s new

We have redesigned the display when GPs access the Offerings section of the application. The most important information for each offering is presented on the initial page that lists all offerings showing the status, the number of prospects and investors, and a visual representation of the fundraising progress.

Timing

Look for this revision to the Manager platform to launch on May 12, 2022.

What’s next?

You will continue to see changes over the next few months as we upgrade the experience, improve the usability, and provide additional capabilities. Up next we will provide sort and filter options you can apply on this page to make it easier to select and manage the ones that need your attention.  

Additional resources

Offerings Overview

What’s new

Build your list of prospects for an offering at the time you publish it.

How it works

Leverage the contact groups capability to add contacts as prospects to an offering.

What are the benefits?

You can take care of all the fundamental tasks during the Offering create process when you identify a group of contacts to add as prospects to the offering. Adding prospects gives you the ability to track and reach out to your contacts that are most likely to invest.

Timing

Look for this revision to the Manager platform to launch on May 12, 2022.

What’s next?

In the coming weeks, we will give you the ability to send email notifications to contacts when they are added as prospects to an offering.

Additional resources

Learn more about adding contact groups to offerings

We’ve revamped the Investor Portal with improved navigation and upgraded displays to help investors access information and opportunities with ease. These improvements are designed to reduce friction and elevate investors' onboarding and portal experiences.

Here’s what changed for your LPs

Improved functionality and messaging to guide user account creation and increase first-time login success.

Redesigned menu selections that are more intuitive and accessible, facilitating user navigation.

A Contact us option and a link to Tutorials where users can find and view helpful videos, giving your investors easy-to-access guides and support.

Links at the bottom of each page that lead to contextually relevant help articles, increasing user autonomy.

We've redesigned the Investment Process to make investing with you more streamlined than ever. With these changes, you and your investors will navigate through the investment process with fewer steps. That’s less work for them, less work for you, with deals that will close faster than ever.

Here’s what changed for your LPs

Potential investors will still go through the same investment process, but we have eliminated some of the approval steps, which allow the investor to move forward without interim reviews. Now, when a potential investor makes an offer, Groundbreaker automatically ‘approves' the offer so that the prospect can continue through the investment process at their own pace. Prospects can move from creating an offer to submitting the subscription package all at one time or as quickly as they want to move. We’ve also eliminated a step to make signing agreements more efficient.

• Offer submission and confirmation - Just as before, when the investor enters their commitment amount, they will identify their investor account or create a new one.

With the new simplified process, however, once they complete the investor account details, they can continue straight to the next steps in the investment process by selecting Continue to accreditation.

• Investor verification & documents - Your LP can now proceed directly to these steps without waiting for you, as the sponsor, to take any action.

Once the LP has signed the documents, the entire subscription package becomes available to you. Where previously there were separate steps to review and then countersign the agreements, now there is just one.  

• Funding - We have also changed the timing for investor funding. Investors will now submit their contribution payments after the subscription agreements are signed by both parties. Once you countersign the agreements, an email notification is sent to the investor with funding instructions. 

These simplified steps are designed to make it easier for the investor to initiate and manage all phases of an investment while making the process more efficient for you. 

Here’s what changed for sponsors

With the streamlined investment process, there are fewer steps that you’ll need to take. A potential investor can move through the investment process with no action required from you until after they submit their subscription package. Once you countersign the agreement, the LP can submit their funds, and the investment is complete!

You will continue to get notifications as the prospect moves through the investment process:

But, unlike before, you do not have to review and approve the offer before allowing the LP to continue with the investment process. In fact, you do not have an action to perform until after the prospect signs and submits the subscription agreement. Once you receive the subscription package, you will review and countersign the agreements in one single step. There is no longer a process to review and approve the documents with a separate step for countersignatures.

We have also changed the timing for investor funding. Subscription agreements will now be signed by both parties before investors submit their contribution payments. After you countersign the agreements, funding instructions are sent and the subscriber can initiate payment.

Investment Complete! With these changes in Groundbreaker, you’ll save more time and the experience becomes even more straightforward for your investors.

We’re building the best Investor Portal on the market by listening to you and applying your feedback! We've redesigned the Investor Portal Dashboard to make investing with you more streamlined than ever.

With the new dashboard in our new investor portal, you'll direct investors to the most important actions on the platform with fewer navigation steps. Among other enhancements, we have made these changes:

• Your Offerings are now front and center with an INVEST NOW button
• Funding instruction notifications are prominently displayed to your investors when they log in  
• Offerings that have not yet closed are immediately visible to your investors with more directed navigation

Showcase new available offerings

Prompt investors to complete their investment

Prompt investors to set up their investor accounts

Display recent activities on the portal

A timeline with investment metrics summary, new available offerings, recent activities and subscriptions notifications:

See all release updates in individual posts below. 

Don't forget, we have knowledge base articles that are updated with every release and can be found here: Knowledge Base.

Now your investors can get a quick and complete view of their investments. We've added a new graphic to view contributions and distributions allocated by investments. Investors can also sort their list of investments by the values in any of the columns when they click on the column header name.

Now your investors can easily navigate between investments.  Each investment has an overview page with the amount committed, contributions and distributions, the ownership percentage, and the return multiple displayed in numbers and graphics.

The right side of the page displays investor details. In addition to the investor account name and owner, investors can see and even update their distribution payment instructions.

The Documents Section gives investors access to all documents related to the investment and has been updated with a search bar, bulk selections, preview button, category filter, easy download, and sort capability. 

The Transactions Section contains a contributions and distributions graphic and financial details for the investment. By selecting either Contributions or Distributions, the investor can view all transactions for that payment type with the option to sort the list by date or amount.

See more about it on Where can I find investment details?

On the Settings page of your admin portal, you’re now able to fully manage notifications. You can configure your default email configuration and customize email notifications sent to investors and your team members.

When you edit the default email configuration page, you can change the from name, reply to, and email signature while previewing it live. You can choose to use a valid email address of your choice instead of the Groundbreaker default.

Email notifications, whether to investors or your staff, can be customized from this page. The templates for each notification are listed along with the actions that trigger them. What you’ll love about this feature is that you can revise the email subject and body and include variables to select data from the CRM database to personalize the message for each investor. You can see how your new message will appear in an email when you select preview. The most common variables are displayed in the box on the right side of the page.

After you finish one template, you can easily navigate to another or revert the changes back to the default.

See how to configure your email address and notifications from the Settings Menu.