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How to set-up a Project Summary page

Adding content to a Project Summary will allow you to highlight current and past Projects on your Investor Portal.

Jay Krause avatar
Written by Jay Krause
Updated over a month ago

Step-by-Step Instructions:

Step 1: Navigate to the Capital Raises tab and select the appropriate Capital Raise.

Step 2: Navigate to the Deal Room tab.

Step 3: Within the Deal Room, we can add the following:

  • Showcase Image and Photos: Show off images of your Project!

  • Investment Headline: Insert 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.

  • Attachments & Documents: Upload any relevant documents and videos.

Step 4: Save your changes and Preview your new Deal room!

Related Articles:

Add an E-Signature Document to the Capital Raise Commitment Flow
Deal Room: Adding Information to the Capital Raise Deal Room

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