Setting Up Your Profile

Complete your profile to ensure you receive the most relevant deal flow and that your tax documents are prepared correctly.

Managing Your Account

1. Access Profile Settings Click your avatar in the top right corner and select Profile.

2. Personal Information In the Personal Info tab, verify your:

   • Legal Name: Must match your government ID.
   • Contact Details: Phone number and email for notifications.
   • Accreditation Status: Update your status (e.g., Accredited Investor, Qualified Purchaser) if requested.

3. Investment Preferences Switch to the Investment Preferences tab to tell operators what you are looking for.

   • Asset Classes: Multi-family, Industrial, Office, etc.
   • Target IRR: Minimum return thresholds.
   • Risk Tolerance: Help operators match deals to your comfort level.

4. Security We recommend enabling Two-Factor Authentication (2FA) in the security section to protect your financial data.