Investment Opportunities
Investment Opportunities allow you to browse and share investment-related projects and ventures on Leadvisor Global. This guide explains how to find opportunities, respond to listings, and post your own opportunities.
Understanding Investment Opportunities
Investment Opportunities connect platform members with investment-related projects, deal flow, and advisory needs. These opportunities might include investment projects seeking partners or advisors, transactions requiring professional support, or ventures looking for specific expertise.
Accessing Investment Opportunities
Go to your Consultant Portal and click the Investment Opportunities tab. This displays available opportunities posted by clients and other members.
Browsing Opportunities
The opportunity list displays available investment opportunities with their title, a brief description, the posted date, geographic scope, and relevant industries. Click on any opportunity to view the full details.
Filtering Opportunities
Use the filters to narrow your search.
| Filter | Purpose |
|---|---|
| Countries | Find opportunities in specific regions |
| Industries | Filter by sector |
| Scope | View all opportunities or only your own |
Searching
Use the search bar to find opportunities by keyword. Enter terms related to your interests or expertise.
Viewing Opportunity Details
Click on any opportunity to see the full information including the title, detailed description, contact email, countries, industries, and any attached files.
If files are attached, you may find executive summaries, investment teasers, or other background materials. These provide additional context about the opportunity.
Responding to Opportunities
When you find an opportunity that interests you, contact the poster to express your interest.
Exercise appropriate due diligence before pursuing any investment opportunity. Verify information independently and seek professional advice as appropriate.
Professional Approach
When contacting about investment opportunities, be professional and concise. Indicate your interest and relevant experience. Ask clarifying questions to understand the opportunity better. Request additional information through appropriate channels. Respect confidentiality expectations.
Posting Investment Opportunities
You can post investment opportunities to share with the platform community.
Reasons to Post
Posting investment opportunities is useful when you want to seek investors or partners for projects, share deal flow with qualified professionals, find advisory support for transactions, or collaborate with other consultants on investment-related work.
Creating an Opportunity
Writing the Description
Include relevant information without disclosing confidential details. Provide an overview that conveys what the opportunity involves. Explain what type of partner, investor, or support you are seeking. Be clear about how interested parties should reach out.
Share only non-confidential information in public listings. Reserve detailed information for serious inquiries, and consider using non-disclosure agreements before sharing sensitive materials.
Adding Files
You can attach supporting documents such as investment teasers, executive summaries, or other non-confidential materials. Maximum file size is 50MB per file.
Opportunity Status
Your posted opportunities follow the standard content status workflow.
| Status | Description |
|---|---|
| Draft | Saved but not submitted, visible only to you |
| Pending | Submitted for platform review |
| Published | Approved and visible to platform members |
| Unpublished | Removed from public view |
Managing Your Opportunities
From the Investment Opportunities tab, you can view your posted opportunities, edit drafts, unpublish opportunities when they are no longer available, and delete opportunities you no longer need.
Keep your opportunities current. Unpublish or delete opportunities when they are closed or no longer relevant.