Viewing your investments

## Where to view your investments and reservations Want to see who's backing your round? There are two main pages where you can find all the details on your investors and their investments or reservations. Both pages are useful, but they give you different views of the same information. ### **The two pages** **Investments page:** https://wefunder.com/[your-company]/investments → Just replace **[your-company]** with the name you used in your Wefunder campaign URL. This page focuses specifically on investment and reservation data. You'll see all your investors, grouped by their payment status (Ready, Pending, No Payment). This is a clean, straightforward view if you want to focus on the financial side of your round. **Directory page:** https://wefunder.com/[your-company]/directory This page shows you your investors in a directory format, giving you much more information about each investor (location, accreditation status, investment date, etc.) alongside their investment/reservation info. If you want the full picture of who your investors are as people, this is your go-to. ### **Which page should you use?** We recommend the Directory page because it has the most information. You get both the investor details AND the investment statuses all in one place. But if you just want to focus on investments and reservations without all the extra investor info, the Investments page is simpler. Or honestly? Use whichever you prefer. They both show you the same investment data. ### **What you'll see on both pages** Regardless of which page you choose, you'll find: **1. Payment status groups:** Your investors are sorted into three categories: - **Ready** - Investor has confirmed and payment has cleared (you can count on this money) - **Pending** - Money is on its way but hasn't cleared yet - **No Payment** - Investor hasn't sent payment yet **2. Filtering:** Both pages have filtering tools so you can narrow down the list. You can filter by things like: - Payment status (ready, pending, no payment) - Terms of the round - Investors with action items - Investment date (on Directory) - Investor location (on Directory) - Accreditation status (on Directory) **3. Contact info:** Each investor listing shows their name and email, so you can reach out directly if you need to follow up with someone. **4. Export:** Both pages let you export the full investor list, which is handy if you want to download it for your records or bring it into a spreadsheet.