# Creating and Managing Investment Opportunities
### Overview
The Control Super Admin portal allows you to easily create and manage investment opportunities. This guide will walk you through the process of setting up a new opportunity, configuring its details, uploading documents, publishing it to the marketplace, and managing your list of assets.
### Steps
#### Step 1: Start a New Opportunity
From the Admin dashboard, navigate to the **Opportunities** tab in the sidebar. Click the **+ New Opportunity** button located in the top right corner. You will first be prompted to choose the corresponding **Issuer** from the modal list before proceeding.\
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#### Step 2: Complete the Overview
In the **Create Opportunity** modal, begin on the **Overview** tab.
1. Click the image placeholder to upload a main image (you have the option to search and select a stock photo directly from Unsplash).
2. Enter the **Title**, **Subtitle**, and **Location**.
3. The **URL Slug** will automatically generate based on your title.
{% hint style="danger" %}
You must fill out all required fields marked with a red asterisk (\*), otherwise you will not be able to create the opportunity. Additionally, ensure your URL Slug is unique; using an existing slug will result in an error.
{% endhint %}
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#### Step 3: Define the Asset Details
Click on the **Asset** tab to configure the classification and eligibility requirements.
1. Choose the **Asset Class**, **Asset Type**, and **Security Type**. These options will dynamically change based on your previous selections.
2. **Eligible Jurisdictions** will default to Australia, but can be adjusted.
3. Select the **Investor Type Requirement** to determine if the opportunity is available to all investors or restricted to Accredited/Wholesale investors only.
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#### Step 4: Configure Investment Metrics
Switch to the **Metrics** tab to input the financial terms.
1. Enter the return details, including **Target Return (%)**, **Return Frequency**, and **LVR (%)**.
2. Define the **Term (months)** and use the calendar picker to set a **Close Date**.
3. Specify the **Minimum Investment** amount required for each investor.
4. Select the appropriate **Risk Level** (this defaults to Medium).
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#### Step 5: Upload Documentation
Navigate to the **Docs** tab to provide necessary legal and supporting files.
Click or drag-and-drop your files to upload documents such as the **Prospectus / Information Memorandum**, **Term Sheet**, and any other required supporting documentation.
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#### Step 6: Add Descriptions and Save
Proceed to the **Publish** tab.
1. Enter a **Short Description** and a **Full Description** outlining the investment.
2. Under Publishing Settings, the **Status** is set to **Draft** by default.
3. Choose a **Featured Status** (Standard or Featured) to determine how prominently the opportunity is displayed on the platform.
4. Click **Create Opportunity** at the bottom right to save. A success message will confirm the creation.\
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#### Step 7: Publish and Manage Opportunities
Once created, the new opportunity will appear in your main list with a "Draft" status.
* **To publish:** Click the **Edit** icon (pencil) next to the opportunity, navigate to the **Publish** tab, update the status to **Open**, and click **Save Changes**.
* **To archive:** Click the **Archive** icon (box with a down arrow) on any opportunity's action menu to remove it from the active list.
{% hint style="info" %}
Use the filter dropdowns above the opportunity list to toggle between Active and Archived views, filter by specific statuses (e.g., Draft, Open, Fully Funded), or sort the list by date, alphabetical order, or return metrics.
{% endhint %}
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