Welcome to Co-Sponsor with InvestNext! We are super excited to help you leverage your co-sponsor capital-raising efforts!
Now that you've been given access to your InvestNext site, the following steps will assist you in starting to raise capital as a Co-Sponsor! If you follow the step-by-step guide, the entire process should take approximately 30 minutes and result in your being fully launched and ready to actively raise capital!
Steps to Set up Your Co-Sponsor portal:
Frequently Asked Questions from Co-Sponsors:
How to Customize your Co-Sponsor Portal?
Step 1. Make your portal your own! The following video describes how to set up the branding of your investor portal, which will give your investors a white-labeled experience.
*Optional Step: Adding a Soft Commitment/Registration Form: The following video describes how to customize your investor "registration" form, which collects investor/lead data used to create an investor portal contact/account!
Step 2. Set the Capital Raise Access Levels: Your site will be linked to the Capital Raise that your lead sponsor has already created. Your lead sponsor determines your level of access as a co-sponsor. All that you will need to do is review and publish the deal to your Investor Portal. The following video describes how capital raising works as a Co-Sponsor!
How does this look for my investors?
The video below walks through a basic overview of the investment process that your investors will experience. We encourage you to go through the process yourself to become more comfortable with the process to test and support your investors.
What information does the lead sponsor have access to?
Lead sponsors manage the full Cap Table on their site and have visibility into commitments that have occurred and all transactions & documents related to a Project. When viewing any of this information, they are prevented from accessing the account details or contact information for the investors of a co-sponsor.
What happens after the Capital Raise is complete?
What are the lead sponsors' responsibilities?
The lead sponsor will complete most of the project management, including managing the cap table, executing distributions, and sharing documents (ex. K-1s). In each of those examples, the actions taken by the lead sponsor will automatically be added to my investor portal and accessible to my investors.
What are my responsibilities?
The primary role as a co-sponsor is to manage my investors, ensuring that they maintain up-to-date account information and have added their bank account information to receive distributions.