Your Portfolio Dashboard
Your portfolio shows all your investments, their current status, and any updates from the companies you've invested in.
Investment Statuses
- Cooling Off: Within 4-day cancellation window
- Committed: Funds committed, campaign still open
- Active: Campaign funded, shares issued
- Exited: Company acquired/IPO'd – returns realized
Company Updates
Companies are required to provide quarterly updates on their progress. You'll be notified when new updates are available.
Documents
Your portfolio includes access to:
- Share certificates
- Investment agreements
- Annual tax statements
- Quarterly reports