The Investor Portal is the interface that the members of an investment group interact with on Presail.
The Investor Portal allows you to:
View deals that are fundraising and have a public pool. These can be viewed from the Deals page.
View and manage all past investments they have made through the Portfolio page.
Set and change the default information used when investing, such as wallets, contact information, social handles, and email. This can be done from Settings.
🙋 How Does The Deals Page Work?
The Deal page shows all deals that you can publicly invest in. If a deal is listed, you can proceed to the investment page by clicking on the view button on that deal.
You will be able to see the following:
The name of the project is fundraising.
The amount raised so far.
The total cap.
This is meant to give you a brief overview. You'll need to click on the specific deal to see the full information.
💼 How Does The Portfolio Page Work?
The Portfolio page is a collective summary of all your past investments. As well as providing you with additional information such as:
How much you have invested in total
How many investments you have made
On a deal-by-deal basis, you can also see the following:
The status of the deal. If it's still fundraising or if it's closed.
How much you invested in that specific deal.
How many tokens you can expect to receive on TGE.
And if the deal has started distributing, how far you've come in the vesting progress.
And which investment group you invested from. This is useful for members that are part of several investment groups.
Ability to click on a specific deal to view all the information related to that deal. Such as project information and answers you might have given to certain questions that were asked while investing.
⚙️ How Does The Settings Page Work?
Your wallet, membership, and social settings are stored on the Setting page. Allowing you to make new investments without having to fill in repetitive information.
User info
Your social handles and email. The email is used to send you receipts after making an investment and potentially notify you if a refund or token has been distributed.
Saved wallets
An overview of wallets that you own on different chains. This is used when a deal is fundraising, but the tokens might be on a different chain than the one you invested in.
In that case, the investment group needs to know your wallet address to be able to distribute tokens correctly.
All saved EVM wallets can be used as a login wallet when signing in.
Memberships
The membership overview shows you what investment groups you are a part of. As well as:
If the investment group has your contact information
If they have your KYC information
When you made your first investment (member since)
Membership Requests
If an investment group has imported an investment into their system that you have invested in outside of Presail, and you have not joined that investment group on Presail yet, a request will appear here.
You'll be able to approve this request. When you do, your email, KYC, and social settings will be accessible to the investment group.