Investment Opportunities
Investment Opportunities allow you to share investment-related opportunities with the Leadvisor Global community. This guide explains how to post and manage investment opportunities on the platform.
What Are Investment Opportunities?
Investment Opportunities are listings for investment-related projects, ventures, or opportunities that you want to share with consultants and other platform members. Use them to share investment projects seeking partners or advisors, connect with consultants who specialize in investment advisory, and find expertise for due diligence and transaction support.
Creating an Investment Opportunity
Go to your Client Portal, click the Investment Opportunities tab, and click Create New.
Required Information
| Field | Description |
|---|---|
| Title | Clear, descriptive title for the opportunity |
| Description | Detailed explanation of the investment opportunity |
| Contact Email | Email for interested parties to reach you |
Optional Information
Enhance your listing with countries and industries relevant to the investment. After saving as draft, you can add file attachments with supporting documents.
Writing an Effective Description
Your description should include an overview with a brief summary, specific details about the investment, what you are seeking (partners, advisors, etc.), and how interested parties should reach out.
Provide sufficient detail to attract qualified interest while protecting confidential information.
Opportunity Status
| Status | Description |
|---|---|
| Draft | Saved but not yet submitted |
| Pending | Submitted and awaiting review |
| Published | Live and visible to the community |
| Unpublished | Removed from public view |
Managing Your Opportunities
You can edit, unpublish, or delete opportunities from your Client Portal as needed.
Receiving Inquiries
When someone is interested, they contact you via Conversations. Review their profile or background and respond with appropriate information.
Protecting Confidential Information
Best Practices
Use descriptive titles that convey the opportunity type, industry, and geographic relevance. For example: "Manufacturing Asset Acquisition - Southeast Asia" rather than "Investment Opportunity".
Write descriptions that are professional, informative without excessive detail, clear about what you are seeking, and free of confidential information. Respond promptly to inquiries and keep your opportunities current by updating descriptions or unpublishing closed opportunities.