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Capital Raise Statuses Explained (VIDEO)
Capital Raise Statuses Explained (VIDEO)

This article provides a video breakdown for each Capital Raise status and the impact for investors.

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

The 'Status' of a Capital Raise is how Sponsors can control the visibility of an Offering and what actions Investors can take with it.

To manage the Status, navigate to the Capital Raise and select "Edit" beside the 'Status' field:

From there, you can update the Status to one of four options:

  • Draft: Nothing is visible to the investor portal, used for the initial set-up of the Deal Room and Commitment Flow.

  • Upcoming: The Deal Room is available on the Investor Portal and investors will be able to enter a soft commitment.

  • Active: The Deal Room is available on the Investor Portal and investors will be able to complete the entire commitment process, including completing e-signature documents and funding.

  • Closed: Investors will no longer be able to submit a new commitment. Any existing commitments will remain and can be completed.

Draft

Upcoming

Active

Closed

Related Articles:

How to Create a New Capital Raise or Fundraise (VIDEO)

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