View investment contracts

Open the contracts that support an investment and review their current position.

Last reviewed: 2026-08-25

Open an investment contract

1. Open the Investor View and select the investor profile.
2. Find and expand the company in the Investments table.
3. Select a contract row to open its details.

Review the current position

The contract row identifies the contract, issue date, status, ownership, invested value, estimated value, latest valuation, and net cash flow. A contract can represent issued shares, reserves, options, or a convertible position, so an ownership percentage is not always available.

Find supporting files

Files attached to a contract are available from its details when access was granted. Company files are accessed separately from the documents button beside the company.