Preview Your Deal Room

How to preview your Deal Room while editing it's contents.

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

When building out the Capital Raise Deal Room, Sponsors can preview what the Deal Room looks like. This is a great way to double-check for any changes you'd like to make before setting the Capital Raise status to "Active" or "Upcoming" for Investors to view it.


Step-by-Step Instructions:

STEP 1. Navigate to 'Fundraising' in the Portal Main Menu:

STEP 2. Click on the 'Capital Raises' tab and select the specific Capital Raise whose Deal Room you want to view:

STEP 3. Click the 'Deal Room' button:

STEP 4. Click the 'Preview Deal Room' button:

STEP 5. A new tab will open up with the Investor Portal preview of this Deal Room:


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