When an investor sends you an RFP/RFI or a due diligence request, there are two ways to access the request you’ve received:
Option 1: Access via Diligence > Projects
Navigate to Diligence in the main menu.
Select Projects.
Click on the In-Progress tab to view all active investor requests.
Option 2: Access via My Work
From the left-hand navigation menu, click "Home" > "My Work".
Here, you can view:
Total Projects
Pending Projects
Projects Due in 7 Days
Overdue Projects
This dashboard provides a quick overview of all assigned and active requests.
You can also refer to a short video here: