New Opportunities are typically added to your Capital Raise when the investor clicks the Soft Commitment button on your Capital Raise Deal 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: There are two ways to add an Opportunity:
In the Contact section, under the Investor's Contact
In the Fundraising section, under the Opportunities tab
OPTION 1: Add the Opportunity from the Contact Section
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 screen, click the + sign by the Opportunities ^:
STEP 3: Complete the New Opportunity popup form:
Add the Name of the Opportunity. This is typically the Investor's name.
Select the Capital Raise name from the Capital Raise drop-down.
Add the investment amount to the Expected Amount.
Click Create Opportunity
NOTE: This will create a Soft Commitment in the Fundraising section for this Capital Raise.
STEP 4: InvestNext will display the new Opportunity for the Investor in the Fundraising section under the Opportunities tab:
Video Demonstration:
OPTION 2: Add the Opportunity from the Opportunity Section
Step-by-Step Instructions:
STEP 1: Go to the Fundraising in the Portal's Main Menu and click on the Opportunities tab.
STEP 2: On the right side of the Opportunities screen, click the + NEW button:
STEP 3: Click on Opportunity.
STEP 4: Complete the New Opportunity form:
Add the Name of the opportunity. This is typically the Investor's name.
Select the Capital Raise name from the Capital Raise dropdown.
Select the Contact to be associated with the Opportunity in the Look up a contact field.
Add the investment amount to the Expected Amount.
Click Create Opportunity.
NOTE: This will create a Soft Commitment in the Fundraising section for this Capital Raise.
STEP 5: Review the Opportunity in the Fundraising section under the Opportunities tab.
Video Demonstration:
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