The offerings page gives investors a sneak peek at your upcoming and active offerings. When a prospective investor clicks the Invest Now button they're presented with a customizable form to submit.
What does it look like to investors?
Step-by-Step Instructions:
Step 1. Ensure the following global settings are enabled by going to the top right gear wheel and enabling the following with a checkmark.
Investor portal access
Allow unregistered investors to view your offerings page
Form submissions
Note: Don't forget to save your changes!
Step 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
Step 3. Under your capital raise detail, set the Status of the capital raise to Upcoming or Active.
Step 4. Finally click on "Update Status" to enable the offerings page.
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