Navigating the Prospect User Section

Exploring the Home Page

1. After agreeing to the terms, you will be redirected to the Prospect User Home Page.
2. At the top of the navigation bar you will see the products you have access to
3. Use the menu options to explore available products and services.

Accessing Available Products

1. On the Prospect User Home Page, locate the Products section.
2. Click on View Products Now to browse available investment options.
3. Each product will display details such as descriptions, pricing, and features.

Product Page

1. At a Glance: You will see information about the investment advisor, point of contact, cover amount, first and final closes, and relevant resources.
2. Overview: A summary of the funds focus and some key features.
3. Manager Profile: Describes the team that will led the fund and their respective qualifications and reputations.
4. Documents: Links to the related documents and folders.