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Deal Room: Adding Information to the Capital Raise Deal Room
Deal Room: Adding Information to the Capital Raise Deal Room

This article will step you through how to add content to the Deal Room for your new Capital Raise.

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

When you are setting up your new Capital Raise, the Deal Room is where you will add the most important Information you wish to share with your prospective investors.

The Deal Room Summary Information allows you to add the following content to your Deal Room for your prospective investors to review:

  • Showcase Photo: An image of the Investment whether property or another asset

  • Investment Blurb: A brief summary of the Investment

  • Investment Summary: Important Investment information usually from the Offering Memorandum. Includes text, charts, photos, videos and more

  • Key Information: Metrics such as IRR or Returns

  • External Resources (links): Links to your website, online track record or other online resources you would like to share with your potential investors

  • Photos: Add photos of your project, images of drawings, maps and more

  • Attachments: Attach your documents here for the investors to review before they make their Commitment


Use the steps below to add the information to the Summary section of your Capital Raise Deal Room.

STEP 1: Navigate to the Fundraising section and click on the Capital Raises tab.

STEP 2: Click into the Capital Raise.

STEP 3: Click on the Deal Room button. The Deal Room editing screen will display:

NOTE: You can Preview the Deal Room at any time by clicking on the Preview Deal Room button:

Remember to save your changes first to see the latest additions in the Deal Room Preview.

Showcase Photo

Showcase photos are displayed in both your Deal Room and on the Offerings page of the investor's portal.

STEP 1: Click on the Choose File to select and add an image of the Investment to showcase the property or other asset. You can also add an image of a concept drawing. These file types work best: .jpg, .jpeg, .png, .gif

The recommended Showcase photo size and ratio recommendations are:

  • Landscape Orientation Recommended

  • Recommended image size is 1920px width by 1080px height

Investment Blurb

The Investment Blurb allows you insert a short description of the offering. This text displays under the name of the Capital Raise on the Deal Page and on the Offerings page of the investor's portal.

STEP 1: Click into the Investment Blurb field to add the text:

Remember to save your changes first to see the latest additions in the Deal Room Preview.

STEP 2: The text will display as shown below when you preview the Deal Page:

Investment Summary

STEP 1: Click into the Investment Summary section to add rich content including text, charts, photos, videos and more:

Remember to save your changes first to see the latest additions in the Deal Room Preview.

STEP 2: The rich content will display as shown below when you preview the Deal Page:


Key Information

Add key metrics, such as IRR or projected returns that you want your prospective investors to quickly access here:

STEP 1: Add the Metric name in the Info Name (e.g. Expected Return) field

STEP 2: Add the Metric value in the Info value (e.g. 10%) field.

STEP 3: Click the +Add button.

NOTE: There is no limit to the number of Metrics you can add.

Remember to save your changes first to see the latest additions in the Deal Room Preview.

STEP 4: The Key Information metrics will display on the right side of the Deal Page as shown in the example below:

External Resources (Links)

Use the External Resources (Links) section to link other online resources that you would like to share with your prospective investors to your Deal Room. These can include: Your website, online track record or other online resources.

STEP 1: Add the Link name in the Link name field.
NOTE: This is the name that your prospective investors will see on the Deal Page.

STEP 2: Add the link in the Link URL field.

STEP 3: Click the +Add button.

Remember to save your changes first to see the latest additions in the Deal Room Preview.

STEP 4: The External Resources (Links) will display on the Deal Page as shown in the example below:

Photos

Use the Photos to add photos of your project, images of drawings, maps and more to your Deal Room. You can also create a Gallery of photos.

STEP 1: Click on Photos on the left hand side of the screen:

STEP 2: Click the +Add New button on the right side of the screen and select Image or Gallery:

STEP 3: Select Image or Gallery.

Images:

If you selected Image:

STEP 1: Upload images as directed in this popup window:

STEP 2: The photos will display on the Deal Page as shown in the example below:

Gallery:

If you selected Gallery:

STEP 1: Enter the Name for the New Gallery:

STEP 2: Click the Create Gallery button.

STEP 3: Click on the new Gallery and then click the ACTIONS button on the right hand side of the screen:

STEP 4: Select Upload Images:

STEP 5: Upload the images as directed in this popup window:

STEP 6: When you have added all the images to the Gallery, click Done.

STEP 7: Click Edit Caption to add a caption or name for each photo.

STEP 8: The Gallery will display on the Deal Page as shown in the example below:

Attachments

Use the Attachments to attach your documents to the Deal Page for investors to review before they make their Commitment.

STEP 1: Click on Attachments on the left hand side of the screen:

STEP 2: Click the + ATTACHMENT button on the right hand side of the screen:

STEP 3: Upload the Document:

  • Add the Title for the document that the investors will see

  • Click Choose File to upload the document

  • Click the Upload button.

STEP 4: The Attachment(s) will display on the Deal Page as shown in the example below:


RELATED ARTICLES:

Setting up your E-signature Documents for your Capital Raise:

Adding Documents to the Capital Raise Commitment Flow

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