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Setting a Minimum and Maximum Commitment Amount
Setting a Minimum and Maximum Commitment Amount

Capital Raise | Setting a Minimum and Maximum Commitment Amount

Matthew Attou avatar
Written by Matthew Attou
Updated over a week ago

The Minimum and Maximum Commitment Amounts are used to enforce the amounts an Investor can commit while going through the Commitment Flow on the Investor Portal.

NOTE: The Min and Max amounts are set and enforced per Unit Class. If you have multiple Unit Classes per Capital Raise, you will need to set the Min and Max for each Class.

Step-by-Step Instructions:

Step 1) On the Capital Raise, click on the 'Details' button:

Step 2) Click the 'Debt & Equity Classes' tab. This will open up a sub-tab of your Classes. At the bottom of the page, you can locate and enter the 'Minimum Investment Amount' and 'Maximum Investment Amount':

NOTE: Don't forget to toggle on the 'Enable Restriction' setting to make the Amount entered enforceable.

Step 3) Repeat Step 2 for each additional Class. Don't forget to click 'Save Changes'.

Related Articles:

Adding a Class to a Capital Raise

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