To add an offering, visit the Portfolio tab and click on the Add Offering button.
Here is a video of adding an offering from start to finish
Here are some points to keep in mind.
- The offering will not be visible to anyone when the Status is marked as Draft.
- When you add an offering, no emails will be sent to your contacts. All of the auto-generated emails are listed in your Settings under the User Notifications tab.
- You can edit any offering related information on the Offering Details tab at any time.
- Reference our other How-to articles for further instructions on how to setup eSign Templates, make offering updates to your investors, send out distribution notifications, and more.
- When you are ready to start accepting investments then change the Status from Draft to Accepting Investments.
- You should sign up on your platform as an investor so you can go through the investment process once before sharing with your investors to ensure the offering is setup how you would like it to be.
- The Investors tab is where you will see all of your investment requests and manage the raise workflow.