How can I see the specific investments of a fund I'm invested in?

Specific investments within a fund are private to investors by default. However, leads can enable visibility on an individual investor basis.

You can reach out to your lead via your message center to ask if they turn this on for you. To send a message, enter in the syndicate's name or the lead's name in the "To" field and then select the correct details.


You're able to find the lead's name once you type in the syndicate's name into the "To" field and select the syndicate. The lead's name will appear under "Syndicate Leads".


If you have access to view individual investments, you can click on the Fund in question in the table of investments on your Portfolio Dashboard. This will open the details of the fund on a new page, where you can see the list of specific companies that have been invested.

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