As a Organizational Admin, you have the ability to configure and manage core company
settings that directly reflect on your Investor Portal and internal workflows. Below is a step-by-
step guide to help you make the most of the Company section.
1. Overview – Add or update your company's general information. Changes here
will be reflected on the Investor Portal.
2. Address – Enter your company's official corporate address for internal and external
visibility.
3. Logo - Upload your company’s visual assets including:
Logo, Icons, and Signatures
These will appear across different touchpoints within the platform and investor
communications.
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4. Under Settings
a. SMTP Setup – No-Reply Email for Communication
Configure SMTP settings to send and relay emails from your domain. This
ensures reliable delivery of system-generated emails.
Required Fields:
Host
Port
Username
Password
Sender Name
Sender Email
Administrator Email
b. Subscription Guide URL - Add a link that outlines the subscription process for your
clients. The link will be displayed on the Offers Page to guide users during the
subscription process
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The link will appear on the Offers page.
c. Social Media Accounts - Link your social media platforms for better brand visibility
and targeted digital advertising.
Supported Platforms:
Facebook
Instagram
LinkedIn
X (formerly Twitter)
d. Support / Legal Email - Provide designated emails for Support and Legal inquiries.
This ensures clients can easily reach the appropriate department.
e. Exit Contract Receiver(s) - Designate recipient accounts to automatically receive all
units or funds when an investor exits a fund.
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