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Select an Audience for a Capital Raise Deal Room
Select an Audience for a Capital Raise Deal Room

In this article you'll learn how to select who can view a fundraising Deal Page.

Kevin Heras avatar
Written by Kevin Heras
Updated over 3 months ago

There are many reasons why a Sponsor or Co-sponsor may want to restrict the Audience for a Capital Raise. In InvestNext, the default Audience setting for any Capital Raise is always set to allow only individuals who are Registered Contacts and currently logged in to the Investor Portal. It will appear as an Offering in their Investor Portal.

You can select which investors or prospective investors you want to give access to your Capital Raise Deal Room, as well as, restrict who can see the Capital Raise Deal Room.

TIP: Sponsors can create a custom Contact Filter that allows them to select specific Contacts they'd like to group together. Prior to selecting an Audience for your Capital Raise Deal Room, you can create a Contact Filter containing the specific set of Contacts you would like to share the Deal Room with.
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Create the Contact filter using this article as a step-by-step guide. Then follow the instructions below to add the Filter to the 'Selected Audience' field in the 'Access' settings.

Step-by-Step Instructions:

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STEP 1: Navigate to 'Capital Raises' in the Portal Main Menu. Then select the Capital Raise you need:

STEP 2: On the Capital Raise page, click on the 'Settings' tab:

STEP 3: Click 'Access':

STEP 4: Under the 'Audience' section, you'll be given 2 options to choose from:

  1. All Portal Users: All registered portal users will have access to this deal room

  2. Select Audience: Only portal users in the selected contact filters will have access to this deal room

STEP 5: The options below demonstrate the Audience settings you can choose from:

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OPTION 1: All Portal Users: Choose this option to allow all Investors in your Contact list to see this Deal Room.

OPTION 2: Select Audience: Choose this option to only allow a specific group of Contacts to see this Deal Room.

  1. Click into the 'Select Filters...' field to see all Filters available. (This will include any customized Contact Filters you've created, as well as, any system-generated Project Filters.)

  2. Select the desired Contact Filter (you can select multiple Filters).

  3. Click the 'Save Changes' button at the bottom of the screen.

NOTE: System-generated Project Filters only include Investors who already have a Position/Active Investment in the Project. If an Investor has not completed their Commitment yet and does not have a Position in your Project yet, they will not be included in this automated Filter.

TIP: Depending on the Contact Filter you are using in the 'Select Audience' field, you can:

  • Restrict an Open Capital Raise to only those investors who are currently in the Contact Filter, or who will be added to the Contact Filter if the Filter is dynamic.
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  • Restrict a Closed Capital Raise to only those investors who are already invested in the Capital Raise by:

    • Adding the Project Contact Filter - this Contact Filter is automatically created by the system and only includes Funded/Active Investors in the Project.

    • You can double-check who is in a system-generated Project Contact Filter by:

      • Navigating to 'Contacts' in the Portal Main Menu

      • Clicking on 'All Contacts'

      • Selecting the name of the Project

Related Articles:

User-Created Filters: Create a New Contact Filter
Capture Leads on Your Deal Room

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