The NDA feature within InvestNext now allows the investors to complete an uploaded NDA document directly within their portal before being given access to a particular Deal Room. Below are the viewpoints and steps an investor would take to view and complete a sponsor NDA
Please note that in order for investors to be presented with the NDA document before accessing a Deal Room, the NDA requirement setting has to be enabled from the sponsor's portal, first.
Step by Step Instructions
Step 1.
Navigate to the applicable Capital Raise from the Offerings tab.
Note that the action button will display Request Access rather than Invest Now or Soft Commitment when an NDA requirement is enabled:
Step 2.
Clicking on the Request Access button, investors will be present with the NDA prompt
Step 3.
After clicking View Document, the investor will be prompted to complete the NDA template that has been uploaded by the sponsor
Step 4.
After the NDA document is fulfilled, the investor will gain access to the Deal Room information and the completed document will be available from the investor's Dashboard for downloading when needed
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