To manage the status, navigate to the Capital Raise and select "Edit" beside the Status field (see below).

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

Did this answer your question?