New Opportunities are typically added to your Capital Raise when an investor clicks the Soft Commitment button or Invest Now button on your Capital Raise's Offering Page. However, there may be times when you need to manually add the Opportunity to a Capital Raise after speaking or communicating with an Investor.
TIP: This Article will demonstrate 2 ways you can create an Opportunity page:
OPTION 1: Add the Opportunity through the Capital Raise
Step-by-Step Instructions:
STEP 1: Go to the Capital Raises in the Portal's Main Menu. Click on the Capital Raise this Opportunity is for:
STEP 2: Click the Opportunities tab. On the right side of the Opportunities screen, click the + New Opportunity button:
STEP 3: Complete the New Opportunity form. Then click Create Opportunity:
Name: Enter the Name of the Opportunity. (This is typically the Investor's name.)
Lookup a Contact: Select the Investor's Contact who will be associated with this Opportunity.
Expected Amount: Enter the expected commitment/investment amount.
NOTE: This will create a Soft Commitment under the Opportunities tab for that Capital Raise.
STEP 4: InvestNext will display the Investor's new Opportunity for that Investor under the Opportunities tab in the Capital Raise:
Video Demonstration:
OPTION 2: Add the Opportunity through the Contact page
Step-by-Step Instructions:
STEP 1: Go to the Contacts in the Portals Main Menu and click on the specific Investor's Contact.
NOTE: The investor must have a Contact set up. If there is no Contact for this Investor, use this article to set one up: Create a Contact and an Account
STEP 2: On the right side of the Contact page, click the + sign by the Opportunities:
STEP 3: Complete the New Opportunity form. Then click Create Opportunity:
Name: Enter the Name of the Opportunity. (This is typically the Investor's name.)
Capital Raise: Select the Capital Raise to be associated with the Opportunity.
Expected Amount: Enter the expected commitment/investment amount.
NOTE: This will create a Soft Commitment under the Opportunities tab for this Capital Raise.
STEP 4: InvestNext will display the new Opportunity for that Investor under the Opportunities tab in the Capital Raise:
Video Demonstration: