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Opportunity Pipelines for Capital Raises
Opportunity Pipelines for Capital Raises

This article provides a pipeline overview for Capital Raises, including pipeline stages, the default pipeline and customizing pipelines.

Matthew Attou avatar
Written by Matthew Attou
Updated over a week ago

Opportunity pipelines can help you visualize the steps taken to move your investors along each stage of a Capital Raise. InvestNext pipelines allow you to customize and add the stages as defined by your organizations process.

In this article, the following topics are covered:


Overview of InvestNext Pipelines

When you are setting up a new capital raise, you will be asked which pipeline you would like to use during the capital raise.

IMPORTANT: Once a pipeline has been applied during the set up of a capital raise, you cannot change the pipeline in that capital raise.
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If you plan to make a customized pipeline, please use the steps in this article to customize the pipeline before you set up your capital raise.

To view the stages of a pipeline:

  1. Go to the Gear settings

  2. Click on Pipelines:

3. Click the Edit icon to edit an existing pipeline

4. Click +NEW PIPELINE to add a new pipeline

InvestNext Pipeline Stages

In InvestNext, some stages of the pipeline are always managed automatically by the system. These stages cannot be deleted or renamed:

  • Stage: Committed: A commitment has been entered.

  • Stage: Paperwork Completed: All e-signature requests (documents) have been completed, including the counter-signature.

  • Stage: Funded: Funds have been recorded as received.*

*The Opportunity will remain in the Committed status until all documents have been completed regardless of funding status.

You can add additional stages to the pipelines which can also be edited.


The Default Pipeline

To see the stages of the default pipeline:

STEP 1: Click on the Edit icon for the Default pipeline:

STEP 2: The Default Pipeline will display:

NOTE: All capital raises will add the default pipeline unless you have created another pipeline and choose it during the capital raise set up workflow.


How to Customize a Pipeline

You may want to add user-defined stages to a pipeline which reflect the steps you and your team use to fill your pipeline and complete commitments.

What are User-defined Stages?

User defined stages allow you to add pipeline stages that help you and your team see where a given opportunity is the commitment process.

For example: you might add a user-defined stage named Reviewed PPM in a custom pipeline:

Once added, you can view all the opportunities in the Review PPM stage when you are in the Fundraising section and clicking on the Opportunities tab:

How to Add a Custom Pipeline Stage

STEP 1: Go to the Gear settings

STEP 2: Click on Pipelines:

STEP 3: Click the + icon(s) by the stage you wish to add the additional stage before:
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STEP 4: Enter the name for the new pipeline stage and click Create Pipeline Stage.

STEP 5: Click on the 3 dots by the Stage name to:

  • Edit Name: Rename the Stage

  • Edit Stage ID: Optional step

  • Move Left: Move the Stage Left

  • Move Right: Move the Stage Right

  • Delete: Remove the Stage


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