How it works
The deal room gives investors additional information about upcoming and active offerings. When a prospective investor clicks the Apply to Reserve button they're presented with a customizable form to submit.
What does it look like?
How do I set it up?
We're glad you asked! Below are a few simple steps to start collecting leads directly on your deal room using InvestNext forms.
1) Ensure the following global settings are enabled
Investor portal access
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