How it works
The offerings page gives investors a sneak peek at your upcoming and active offerings. When a prospective investor clicks the Learn more... button they're presented with a customizable form to submit.
What does it look like?
How do I set it up?
Here are a few simple steps to start collecting leads on your offerings page using InvestNext forms.
1) Ensure the following global settings are enabled
Investor portal access
Allow unregistered investors to view your offerings page
Form submissions
Don't forget to save your changes :)
2) Open the deal room for the capital raise you want to start receiving leads on. Ensure the following access settings are checked.
Enable deal room
Allow unregistered investors to see this offering on the offerings page
Don't forget to save your changes :)
3) Last step! Inside your capital raise detail, set the state of the capital raise to Upcoming or Active
Related Article: How to customize the form presented to prospective investors