Manage Investments
How to view and track all your active investments on Allocations
Manage Investment
The Manage Investment page allows investors to view and track the full lifecycle of a specific investment.
To access this page:
Go to Investments from the left sidebar.
Click on any investment from the list.
This will open the detailed investment view.
Investment Overview
At the top of the page, investors can see the investment status summary.
This includes:
Investment Identity (Entity or Individual name used for investing)
Deal Name
Investment Signed Date
Investment Amount (Committed amount)
Transfer Status (Pending / Completed)
Onboarding Status
This section provides a quick snapshot of where the investment currently stands.
Status Indicators
The page clearly displays real-time status updates such as:
Signed (Documents executed)
Pending Transfer (Awaiting wire)
Completed (Funds received and processed)
Onboarding (Compliance or documentation in progress)
These indicators help investors understand what action is required next.
Congratulations Screen
Once an investment has been successfully processed, the page displays a confirmation screen.
This includes:
Confirmation message
Investment Identity used
Signed timestamp
Investment amount
Transfer status
This confirms that the investment has been properly recorded in the system.
The Manage Investment page serves as the central hub for tracking:
Commitment status
Funding progress
Documentation access
Compliance progress
Last updated