Step-by-Step Instructions:
Step 1: To set-up a Summary page for a Project, navigate to Fundraising section and click on Capital Raises.
Step 2: Select the capital raise and click into the Deal Room section.
Step 3: Within the Summary section we can add the following
Showcase photo: Showcase photos are displayed in both your summary page and on the offerings page.
Investment blurb: The investment blurb lets you insert some short text about the project.
Investment summary: Add rich content including text, videos and images to showcase the project information.
Key information: Add key information metrics, such as IRR.
External Resources (Links): Here you can add any links to project-specific websites or other resources.
Step 4: There are five areas to complete from a left-hand navigation menu (pictures below):
Summary: Add the primary content on the Summary Page (specific details below)
Commitment Flows: Add E-signature documents we have created.
Access: Select Enable summary information once all prior steps are complete to add to the Investor Portal. Optionally, add a specific audience (create under Contacts) and/or allow access for unregistered investors.
Photos: Upload any images/galleries to display.
Attachments: Upload any relevant documents to highlight.
Step 4: Within the Summary section we can add the following:
Showcase photo: Showcase photos are displayed in both your summary page and on the offerings page.
Investment blurb: The investment blurb lets you insert some short text about the project.
Investment summary: Add rich content including text, videos and images to showcase the project information.
Key information: Add key information metrics, such as IRR.
External Resources (Links): Here you can add any links to project-specific websites or other resources.
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