# Managing Investment Opportunities

### Overview

The **Opportunities** dashboard allows Issuers to oversee their investment offerings. From this hub, you can track funding progress in real-time, monitor capital deployment, manage documentation, and communicate updates to your investors.

### Dashboard View

Navigate to the **Opportunities** tab in the sidebar. The main dashboard provides a high-level summary of your portfolio:

* **Status Metrics:** View the count of opportunities by status (Total, Drafts, Open, and Featured).
* **Search & Filter:** Use the search bar or the status dropdowns (Active vs. Archived) to locate specific assets.
* **Performance Table:** A comprehensive table displays key metrics for each asset, including:
  * **Money In:** Total capital raised from investors.
  * **Deployed:** Amount of capital currently utilized in the asset.
  * **Distributed:** Total returns paid out to investors.
  * **Actual Return:** The realized percentage return to date.

<figure><img src="/files/GPCiwTfRT3irQLdgEyOB" alt=""><figcaption></figcaption></figure>

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### Steps to Manage an Opportunity

#### 1. View Opportunity Details & Financials

Click on the name of any opportunity in the list to open its detailed management view.

Navigate to the **Financials** tab to see a granular breakdown of the fund's health:

* **Capital Summary:** Compare your **Target Raise** against the **Current Raise**.
* **Investor Data:** View the total number of unique investors.
* **Money In vs. Money Out:** Track how much has been raised versus how much has been deployed to borrowers or distributed back to investors.

<figure><img src="/files/w96rz7g2hXGo9Yc3QUMt" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The "Return Metrics" section in the overview will show the current status (e.g., "Distributing") and the frequency of returns (e.g., Monthly).
{% endhint %}

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#### 2. Manage Documents and Updates

The **Docs** tab serves as the central repository for all files associated with the opportunity. This includes the Information Memorandum (IM), legal contracts, and investor updates.

**To Upload a New Document:**

1. Scroll down to the **Upload New Document** section.
2. Select the **Document Type** (e.g., Investor Update).
3. **Drag and drop** your file into the upload area or click to select from your computer.
4. **Add a Message:** You can type a message (e.g., "Investor update") which will be sent to investors alongside the document notification.
5. Click **Save/Upload**.

**To Remove a Document:**

If a document was uploaded in error or is no longer relevant, locate it in the "Uploaded Documents" list and click the **Trash icon** to delete it immediately.

<figure><img src="/files/RepCJGOewhPkp9esqqsO" alt=""><figcaption></figcaption></figure>

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#### 3. Review Publishing Settings

The **Publish** tab (or scrolling to the bottom of the details view) displays the configuration of how the opportunity appears to investors on the marketplace.

* **Status:** Checks if the deal is currently "Open," "Draft," or "Distributing."
* **Featured Status:** Indicates if the opportunity is highlighted on the investor homepage.
* **Content:** Reviews the descriptions, location, and images currently live on the platform.


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