How to manage Investor Preferences

Overview

The Investor Preference Questionnaire is a key feature that empowers Investors on the platform to specify their preferences for deal types. 

This questionnaire becomes available after an Investor has been onboarded onto the platform, but before they gain full access to all features. 

Internal users can review the responses to gain insights into the types of deals Investors are seeking, aiding in providing a more personalised experience for Investors on the platform.

The Investor Preference Questionnaire is enabled by default, and contains a set of default questions that can be edited or deleted. The feature offers options such as adding extra questions, customising question visibility, and making certain questions mandatory for all Investors to respond to.

This help article covers:

• Finding the Investor Preference Questionnaire tab on the platform

• Creating questions for the Investor Preference Questionnaire

• Editing questions for the Investor Preference Questionnaire

• Finding individual Investor Preference Questionnaire response

• Searching for the Investors based on Investor Preference Questionnaire responses

How to find the Investor Preference Questionnaire tab on platform

Click the hamburger icon (≡) to open the menu. The menu opens in a left-hand sidebar.

Select Settings to open up the settings menu. 

Click on Manage Organisation. This will open up your organisation settings page.

Once you've on the Manage My Organisation page, locate Investor Preference Questionnaire tab, where you'll find all active questions on the platform displayed in cards, as depicted above.

How to create a question for the Investor Preference Questionnaire

To create a new question, simply scroll to the bottom of the list and click Add new question.

Selecting this will bring up the Add Question pop-up, where you can customise the question label, and response type (such as Multiselect, Freetext, etc.), and specify whether this is a question that all Investors must respond to.

Once happy, click Confirm to add the question to the platform.

How to edit a question on the Investor Preference Questionnaire

On the question cards within the Investor Preference Questionnaire tab, you'll find several customisable options, including:

• Ask question: This toggle determines whether the question is presented to Investors.

•  Mandatory: This toggle decides if the question is obligatory for Investors to answer.

• Show in filters: This toggle controls whether the question and its responses appear in the Manage Investors/Clients section of the platform.

For additional customisation, including adding question responses, simply select Edit next to the label of any pre-existing question.

Selecting this option will bring up the Edit Question pop-up, enabling you to customise the selected question. From here, you can edit the question title, add responses to the question, and delete the question.

Once happy, click Confirm to implement your changes to the question.

How to find an individual Investor Preference Questionnaire response

Click the hamburger icon (≡) to open the menu. The menu opens in a left-hand sidebar.

Click Investors, located within the Manage section. This will direct you to the Manage Investors page.

Find the Investor you’re looking for in the list or via the search bar, click their name to open the profile. Go to the Manage tab and select Investment Preferences on the left side menu. Here, you'll find the answers to their Investor preferences questions displayed.

How to search for Investors based on Investor Preference Questionnaire responses

Click the hamburger icon (≡) to open the menu. The menu opens in a left-hand sidebar. Click Investors, located within the Manage section. This will direct you to the Manage Investors page.

Click on the Filters located on the right side of the screen.

This will open the Filters tab. Select the Investment Preferences dropdown option to see all questions with the Show in filters option enabled (see above). 

Here, you can filter by the responses you're looking for.

Once you’ve made your selection, click Apply to filter the overall Investor list.