Overview

Route: /investor · The dashboard of your investor panel.

The Overview is the first page you see after logging in. It answers three questions at a glance: How are my investments doing? What should I look at next? What's happened recently?

What you'll see

Portfolio summary cards

Top-level numbers for your account, led by Active Investments — the count of campaigns you currently hold a position in. If you haven't invested yet, you'll see:

No investments yet. Browse opportunities to get started.

with a button that takes you straight to Opportunities.

Recommended Opportunities

Hand-picked campaigns the platform suggests based on your activity. Each card shows the campaign name, Sector, Funding Progress bar, and the Min. investment required — so you know the smallest amount you can commit. Use View Details to open the full campaign page, or View All to jump to the complete Opportunities list.

Recent Activity

A running feed of the latest events on your account — new investments, campaign updates, document uploads and messages. Empty state: No recent activity.

Messages preview

Your most recent conversations with issuers, with a shortcut to the full Messages view.

Tips

TIP

The Overview is a launchpad, not a report. For official numbers use Statements; for charts use Analytics.