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.

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.
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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.
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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:

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.

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: