Note: This article has been updated to reflect recent changes in the software. Please review the new information to stay up to date with the latest features and improvements.
The 'Status' of a Capital Raise is how Sponsors can control the visibility of an Offering to Investors and what actions Investors can take with it.
Step by Step Instructions:
To manage the Status, navigate to the Capital Raise. Once the Capital Raise has been selected, there is a Status toggle on the top right-hand side of the Capital Raise home page:
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: