STRATAFOLIO provides role-based access so organizations can control exactly what their investors see. Investor roles are essential for ensuring that each investor has the right level of visibility into financial data and tenant-related information while protecting organizational privacy.
Types of Investor Roles
Every investor added to STRATAFOLIO must be assigned one of two roles: Full Access Investor or Restricted Access Investor. These roles determine what appears in the investor’s dashboard when they log in, as well as how much they can see about the entity they partially own
Full Access Investor
The Full Access Investor Role provides the most comprehensive view of investment information. A Full Access Investor can:
- See information about all the legal entities they are invested in.
- Review ownership percentages, equity, and debt.
- View detailed income and expense data tied to the entities.
- Track distributions over time, including annualized returns.
- Access detailed entity-level financial data to better understand performance.
- See tenant data, including lease terms, invoice and payment history.
This role is especially useful for investors who are actively engaged in decision-making or require regular, detailed updates about financial and entity performance. They can see contributions, distributions calculations (total, last, and estimated annualized calculations). They can access a graphical view of their investment performance by heading to Investors under Finances on the left side, then clicking on the i icon of the investor row then the Distributions tab, and finally the distribution period of the graph they wish to view.
Full Access Investors also have limited file management permissions. They can upload files into their dashboard, and they can update or delete files they uploaded themselves if those settings are enabled. They cannot modify organizational-level data or other investors’ files.
The full access investor is available at the Enterprise service level.
Restricted Access Investor
The Restricted Access Investor Role is more limited. It is designed for investors who only need a summary view of their performance. A Restricted Access Investor can:
- View total contributions to date.
- Review total distributions received.
- See estimated annualized distributions.
- Access a high-level summary of their distributions.
This role ensures privacy and security by restricting access to broader organizational data. Like Full Access Investors, Restricted Access Investors can upload files but only manage their own.
The full access investor is available at the Enterprise service level.
How Investor Roles Are Assigned
Administrators, Managers, or Property Managers assign investor roles in the Contacts view of STRATAFOLIO. The role chosen determines the investor’s permissions and what their dashboard displays. This allows organizations to customize investor access while maintaining consistency and control.
Why Investor Roles Matter
Investor roles strike a balance between transparency and confidentiality:
- Investors receive timely, accurate information relevant to them.
- Organizations safeguard sensitive financial information.
- Administrators maintain control over access levels and data security.
By clearly defining what each role can access, STRATAFOLIO ensures that investors are confident in the data they see while also protecting the organization.
| Feature | Full Access Investor | Restricted Access Investor |
|---|---|---|
| View Entities Invested In | ✅ | ❌ |
| Ownership Percentages | ✅ | ❌ |
| Equity and Debt Portions | ✅ | ❌ |
| Income & Expenses | ✅ | ❌ |
| Distributions | ✅ | ❌ |
| Upload Files | ✅ (own files only) | ✅ (own files only) |
| Delete Files Uploaded | ✅ (own files only) | ✅ (own files only) |
| Organizational Data (view only) | ✅ | ❌ |
Summary
STRATAFOLIO gives organizations flexibility by offering two investor roles. Full Access Investors see detailed financial and entity-level data, while Restricted Access Investors see only their own high-level summaries. By assigning roles carefully, you ensure the right balance of transparency and security.