How to enter your Dashboard?
1.- To enter the Dashboard, we must have the URL https://investors.capa.management/, you must enter your valid username and password credentials and click "Sign In".
2.- When entering the Platform, the system must show the selected module "Dashboard".
What is the Dashboard?
It is the module where you can see in a general way the compilation of the data of the different sections within the same module in a faster way.
3.- Upon entering, the "Investment Dashboard" section will be displayed where the following can be viewed:
- Total Commitment
- Total Contributions
- Total Distributions
- Estimated Equity
4.- The data represented in the graph will be displayed. "Total Contributions" and "Amount Commitment":
5.- The data represented in the graph will be displayed as "Total Distributions" and "Estimated equity":
6.- The "Properties" section should display the following:
- Total properties
- Single family
- Multy family
- Commercial
- Land
7.- The "My Estimated Equity" section should display the following:
- My Estimated Equity
- Growth
- % Since Inception
8.- You can view the "My Estimated Equity" graph where you can make the filters according to the following options:
- Current Year
- Last Quarter
- Last year
- Last 3 years
- Last 5 years
- Year since inceptions
- Custom range
9.- Section "Entities" you can see the following:
- Entity´assets
- Properties
- Estimated equity
- Current equity
10.- In the "Recent Transactions" section you can see the following:
- Movement date
- Transaction Name
- Investor Name
- Quantity
