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 1. Navigate to 'Capital Raises' in the Portal Main Menu:

STEP 2. Select the specific Capital Raise of the Deal Room you want to view:

STEP 3. Click the 'Deal Room' tab:

STEP 4. Click the 'Preview' button:

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