Note: This article has been updated to reflect recent changes in the software. Please review the new information to stay up to date with the latest features and improvements.
When you are raising capital, you may want to allow Investors or Potential Investors who do not yet have a registered account in your Investor Portal to view your Capital Raise's Deal Room.
Use the steps below to change the Access settings to your Capital Raise Deal Room and allow the Unregistered Investors to view your Deal Room.
Step-by-Step Instructions:
STEP 1: Go to 'Capital Raises' in the Main Menu of the Portal and select the Capital Raise from the list:
STEP 2: On the Capital Raise page, click on the 'Settings' tab:
STEP 3: Click the 'Access' tab to display the Audience options:
STEP 4: Select 'Allow unregistered investors to view the deal room'
Select this option to allow anyone who's not logged into your portal to see this Capital Raise Deal Room:
NOTE: If the investor/prospective Investor chooses to take an action — such as to submitting a Soft Commitment or doing a full Commitment, they will be required to register and log in.
STEP 5: Don't forget to click 'Save Changes'!
IMPORTANT: The Capital Raise must be in Status: Upcoming or Active for the Deal Page to be viewable. You can review this page for additional details: Capital Raise Statuses Explained (VIDEO)