Investor Portal

Watch investments grow, maintain clear communication, and organize all important documents in one place.

Investor Portal

Backed By Innovative Technology

The Investor Portal includes an easy-to-read dashboard that contains a summary of all your investments. It's designed to keep complex investment information simple and organized.

AppFolio Investor Portal

Easy Access to Your Investment Portfolio

Our Investor Portal includes an easy-to-read Dashboard for a summary of all your investments. It’s designed to keep complex investment information simple and organized. 

Understand Your Investments’ Assets

Bring your investments to life with access to detailed information. Understanding asset details will give you a more tangible investment experience and will help you have more informed discussions with our team.

Organize Documents in One Secure Place

Paper documents lack security, can get lost, and are difficult to safely share with CPAs and other financial managers. Important investment documents are organized and stored in the Investor Portal, which is backed by state-of-the-art data security.

Real-Time Investment Performance

It’s important to have real-time visibility to your investments’ progress. The Investor Portal gives 24/7 access to easy-to-understand performance metrics with both high-level data and details. 

Per SEC regulations, our investors are expected to be accredited investors. Please note as of December 2019, the SEC is exploring updates to the rules below. We will keep investors informed as to any changes to the rules below: 


An Accredited Investor is defined as a natural person with income exceeding $200,000 (or joint income with a spouse exceeding $300,000) in each of the two most recent years, with a reasonable expectation of the same income level in the current year. 


An individual net worth (or joint net worth with the person’s spouse) that exceeds $1 million at the time of the purchase, excluding the value of the primary residence of such person. 


Any trust, with total assets in excess of Five Million Dollars ($5,000,000), not formed for the specific purpose of acquiring the securities offered, whose purchase is directed by a sophisticated person as described in Section 506(b)(2)(ii) of Regulation D adopted under Securities Act. 


Any private business development company as defined in Section 202(a)(22) of the Investment Advisors Act of 1940. 


 

Please see Rule 501 of Regulation D of the Securities Act of 1933 (Reg. D) for a full definition of an accredited investor.

Easy Access to Your Investment Portfolio

Our Investor Portal includes an easy-to-read Dashboard for a summary of all your investments. It’s designed to keep complex investment information simple and organized. 

Understand Your Investments’ Assets

Bring your investments to life with access to detailed information. Understanding asset details will give you a more tangible investment experience and will help you have more informed discussions with our team.

Organize Documents in One Secure Place

Paper documents lack security, can get lost, and are difficult to safely share with CPAs and other financial managers. Important investment documents are organized and stored in the Investor Portal, which is backed by state-of-the-art data security.

Real-Time Investment Performance

It’s important to have real-time visibility to your investments’ progress. The Investor Portal gives 24/7 access to easy-to-understand performance metrics with both high-level data and details. 

Contact Us

Maximize your investment.

Leverage the benefits of our Investor Portal today.

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