Fund Manager Dashboard
Welcome back, Jordan. Here's your portfolio overview across every fund.
Connect Your Bank Account RECOMMENDED
Connect your bank account via Plaid to receive investment payments. When investors invest, funds are automatically transferred to your account — either ACH (1-3 business days) or wire (same-day for institutional commitments), depending on what the investor chooses.
Connect Bank via Plaid3 Pending Marketplace Requests REVIEW NEEDED
Investors have expressed interest in your public proposals. Review each request to approve or decline before they can subscribe.
Total Funds Raised
$1,240,000
+0.0% from last month
Active Investors
12
Status: Active only
+0.0% from last month
Portfolio AUM
$1,240,000
+62.5% YTD
Capital Snapshot
Canonical totals from the reconciled fund ledger.
Committed
$3,625,000
Called
$1,560,000
Received Calls
$1,065,000
Distributed
$26,250
Outstanding
$2,560,000
Fund Breakdown
| Fund | Investors | Total Raised | Share |
|---|---|---|---|
|
Coastal Ridge Real Estate Income Fund |
12 | $730,000 |
|
|
Meridian Growth Equity Fund II |
12 | $335,000 |
|
|
Vantage Point Venture Fund III |
6 | $175,000 |
|
|
Beacon Infrastructure Partners |
4 | $0 |
|
Investor Details
Basic Information
-
-
-
-
Investment Information
-
-
Active
Agent Observations
Recent proactive insights from AI agents
No insights yet — run an agent now: