The video below will walk you through the steps of creating the E-Signature templates so your investors will be able to execute the required documents within the Deal Room.

InvestNext Best Practice:

We strongly recommend creating a unique version of each document for different entity types. 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. For example, you might set up separate e-signature templates for these entity types:

  • Individual and Joint Tenants With Right of Survivorship

  • LLC, LP, LLP, LLLP, S-Corp, C-Corp, Trust, Pension Plan

  • SEP-IRA, IRA

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 you 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:

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