The Investor Portal is Truly a One-Stop Shop

Summary:
At a glance, your investors can view foundational information about their investment in your project.

Documents:
In this section, investors can easily view and download the most recent documents generated throughout the project’s life cycle, from K-1s to I-526 and I-829 program filings.

Best Practices Tip: In addition to uploading important documents to the investor portal, our system has the ability to notify investors that a document is ready for viewing in the portal, which helps improve investor relations.

Maintaining accurate personal information for each investor from start to finish is critically important. This section enables investors to verify their personal information is always up to date.

Best Practice Tip: At the end of every quarter, we recommend you have investors confirm their personal information is up to date, helping to ensure this important information is always accurate.

In this section, investors can track the movement of their funds, including the type of transaction, dollar amount, and transactional date. It’s the kind of financial transparency your investors value, and the NES Financial Portal helps provide.