The video below will walk you through the steps for creating the e-signature templates so your investors will be able to execute the required documents within the capital raise.
InvestNext Best Practice:
We strongly recommend creating a unique version of each document for different entity type. If there are different fields or signature pages to complete for each entity type, set up a separate e-signature template for those entity types.
An Entity in InvestNext is a legal structure (Entity = Business, Individual, Joint, Trust, Retirement) that holds and manages an investment. Entities serve as the foundation for structuring and managing investments efficiently within the platform.
The system knows to use the right template by Entity type. For example, you might set up separate e-signature templates by grouping these entity types together:
Individual and Joint Tenants With the Right of Survivorship
Entity and Trust
Retirement
We have found this to reduce errors in the documents by reducing investor decision-making regarding which fields to complete and only displaying fields that are relevant to their entity type.
NOTE: If you haven't created a Capital Raise/Deal Room for your new Fundraise, learn more here.
Use this video to create your e-signature templates:
E-Signature templates can be set up to have some fields auto-populate. Use this article for instructions on this feature: Auto-Populating E-Signature Documents
Next Steps: