There may be times when you need to manually change the Commitment Amount of a Soft Commitment or Active Commitment an Investor has made after speaking with them. This can easily be done through that Investors Opportunity page!

STEP 1: Navigate to 'Fundraising' section:

STEP 2: Under the 'Opportunities' tab, find and click on the respective Investors Opportunity:

STEP 3: Click on the Investors 'Commitment' in the upper right-hand corner of the page:

STEP 4: Edit the Soft Commitment or Active Commitment Amount using the steps below:

1. Click on the Soft Commitment to open up the details side panel.

2. Click the 'Edit' button:

3. Edit the 'Soft Commitment Amount' and/or change the 'Investment Class':

4. Click 'Save Changes'!

1. Click on the Active Commitment to open up the details side panel.

2. Scroll down and click on the 'Details' folder to expand it.

3. Click the 'Edit' button next to 'Committed Funds':

4. Enter the 'New Commitment Amount' and check the box to override (documents will not be updated):

5. Click 'Update Commitment' to save changes!