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Edit the Unit Class of a Commitment

This article demonstrates the ability to edit a Unit Class after a Commitment has been made.

Updated yesterday

Step-by-Step Instructions:

Step 1. Navigate to your Capital Raise and click on the Commitments tab:

Step 2. Click on the specific Commitment and then click on the Details drawer:

Step 3. Click on the specific 'Edit' button next to the Unit Class detail. A window will appear titled "Edit Unit Class":

Step 4. Select the new Unit Class from the drop-down menu. Determine whether you'd like to dismiss any additional documents to be signed or have the investor sign those additional documents. Then click 'Update Unit Class' to save changes:

Step 5. You should now see the Unit Class on the Commitment:

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