Consultant Campaign Management

The My Investment Campaigns management page for Consultants shows campaigns created by the current Consultant account. Use this page to manage campaigns where you are the campaign owner, review campaign status, open campaign details, refresh the list, and start creating a new campaign.

This page is different from the member-facing My Investment Campaigns page. The member page shows campaigns you joined as an investor. The Consultant management page shows campaigns you created as the Consultant owner.

Consultant My Investment Campaigns page with Opening, Ongoing, and Closed Campaigns tabs and a Create Campaign button — Consultants use this page to manage campaigns they created and to open the Create Campaign wizard.

The page header identifies the Consultant campaign-management area and may include these actions:

Refresh: reloads the campaign list and status counts.
Create Campaign: opens the five-step Create Campaign wizard.

Use Refresh after creating or updating a campaign when the list has not updated yet.

Campaign tabs

The page groups owned campaigns into three tabs.

Opening Campaigns

Opening Campaigns shows campaigns you created that are still accepting members or scheduled to open.

Use this tab to review:

Campaigns with Upcoming or Opening status.
Member count compared with maximum capacity.
Required Investment.
Commitment, Net Yield, Commission, and Agency Share.
Start and End time.
Remaining time before the campaign starts or closes.

If a campaign is still open, monitor whether it is filling as expected before the Start time.

Ongoing Campaigns

Ongoing Campaigns shows campaigns you created that have already started.

Use this tab to monitor:

Current Profit/Loss.
Current Balance.
Member Balance.
Time Progress.
End time.
Campaign status and member participation.

For Ongoing Campaigns, values may change while the campaign is active. Do not treat interim Profit/Loss as the final campaign result.

Closed Campaigns

Closed Campaigns shows campaigns you created that have ended or are no longer active.

Use this tab to:

Review completed campaign results.
Reconcile member participation and balances.
Open details for historical campaigns.
Check final status before responding to member or support questions.

Read an owned campaign card

Each campaign card summarizes the main information for a campaign you created:

Field	Meaning
Campaign Name	Name of the campaign you created.
ID	Campaign identifier for support or reconciliation.
Status	Current campaign state, such as Upcoming, Opening, Ongoing, or Closed.
Required Investment	Amount each member must allocate to join.
Current Profit/Loss	Current or recorded campaign result.
Net Yield	Projected member return after Consultant Commission.
Strategy	Campaign strategy label derived from campaign parameters.
Fund Size	Campaign capital based on member participation.
Commitment	Expected or committed return rate used for projections.
Commission	Consultant Commission Rate.
Agency Share	Portion of Consultant Commission shared with eligible agencies.
Members	Joined members compared with maximum capacity.
Start / End	Campaign schedule in the displayed timezone.
Time Progress	Timeline progress or remaining time.
Current Balance	Current campaign balance when available.
Member Balance	Balance associated with participating members when available.

Select View Details to open the complete campaign details.

Create a new campaign

To create a campaign from this page:

Sign in with an approved Consultant account.
Open My Investment Campaigns in the Consultant area.
Select Create Campaign.
Complete the five-step Create Campaign wizard.
After the campaign is created, return to this page and select Refresh if the new campaign is not visible.

Newly created campaigns normally appear in Opening Campaigns or as Upcoming, depending on their Start time and platform status rules.

When to contact support

Contact Support when:

A campaign you created does not appear in this page.
The campaign status is different from the expected state.
Member count, balance, or Profit/Loss looks inconsistent.
Create Campaign is missing even though your Consultant role is approved.
Campaign Details cannot be opened.

Provide the Campaign ID, Consultant account email, screenshots, and the time when the issue occurred.