You've just sent out a link for your deal room to some prospective investors. In addition to some basic qualification information, you want to know how much they're willing to invest. This is where soft commitments come in.
Step-by-Step Instructions:
Step 1. Navigate to the form by clicking into Communications, click Forms, then Actions from the top right hand side and select Edit Form.
Step 2. Add the Soft Commitment field to the form builder and click save. Click here for a refresher on customizing InvestNext forms.
Step 3. When an investor views your deal room, they will see a button to "SOFT COMMIT" which triggers the form to pop up.
Step 4. Once the the form has been submitted by the investor, head over to the Forms section in the Communication/forms section and review, approve or decline the lead.
Upon approval, a few things will happen:
A new contact record is created in your Contacts.
The investor is sent an invitation to register for the investor portal (create username/password).
A new opportunity and soft commitment record are created, which you can continue to track under Capital Raises > Opportunities tab.
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