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Edit the Commitment Amount (Soft or Active Commitment)
Edit the Commitment Amount (Soft or Active Commitment)

This article will walk through how to edit the amount of an existing Soft Commitment or Active Commitment.

Jay Krause avatar
Written by Jay Krause
Updated over 2 months ago

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.

There may be times when you need to manually change the Commitment Amount of a Soft Commitment or Active Commitment. This can easily be done through the Investor's Opportunity page!


Step-by-Step Instructions:

Step 1. Navigate to your Capital Raises.

Step 2. Click on the applicable Capital Raise.

Step 3. Click on the investor's Opportunity from either the Overview or the Opportunities tab.

Step 4. Click on the investor's Commitment.

Step 5. Click the Details tab, then click Edit (pencil icon) next to Committed Funds.

Step 6. Review the pop-up, check off the box to override the previous amount, and click Update Commitment to save the change.


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