How can I see more details about my rolling fund investment?

Leads can choose to share the following information with you:

  • Overall Value of the Fund
  • Individual Investment Company Names
  • Individual Investment Investment Amounts and Values

For company confidentiality reasons, Leads have complete discretion over how much data they choose to share with you and may choose to share none of the above.

 

If the lead has shared the overall value of the fund with you, you can view this directly on your table of investments on your Portfolio Dashboard.

Screen_Shot_2022-01-19_at_12.39.41_PM.png

 

To see the underlying investments that a fund has made, click on the row in the table. You'll be taken to a details page for the fund, where you'll see a table of investments.

 

If the lead has not shared company names or individual investment values with you, your table will look like this:

Screen_Shot_2021-12-06_at_4.35.57_PM.png

 

If the lead has shared company name and individual investment values with you, your table will look like this:

Screen_Shot_2021-12-06_at_7.26.12_PM.png

 

Note that you may be able to see individual investment amounts but not company names, depending on what settings the lead has enabled.

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