We’re happy to announce new dashboards for admins, investors and companies on our platform. With the new dashboard feature, companies will be able to keep better track of their progress, while investors will have a handy overview of their investment portfolio. Admins now have more tools to track activity on the platform.
There is a new dashboard for company admins, available when you log in to the admin area. It includes a welcome message, stats, performance graphs, and activity log.
Investors now have access to a brand new dashboard to track companies in their portfolio. The dashboard includes a welcome message, an overview of their investment portfolio, latest company updates, and followed companies.
There is also a new dashboard for company admins, which they are shown it when they login to the admin area. It includes a welcome message, stats, performance graphs, and activity log.
In addition to dashboards, we’ve made a slate of other improvements this month.
Doc access approval certification tag
An investor certification tag has been added to the Company document access approvals, so that you can quickly see what type of investor they are.
Q&A – Answer WYSIWYG
When answering investor questions, you now have the option to include rich text formatting. We have changed the answer input field to a WYSIWYG editor, to give you the ability to add rich text formatting to the answer questions.
Deal tax relief
Based on your feedback, we have added another option to the Deal tax relief field. When uploading a new opportunity to the platform, you can now list it as both “EIS and SEIS.”
These features are just some that have been added as a result of feedback from our partners through the Envestry Support Portal. If you have thoughts on how we can improve our platform, please go to the portal and create a post or vote for existing requests.