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.
Classes allow investors' commitments to be automatically recorded on the Project's cap table once the investment is funded.
If you have created your Capital Raise and now need to add another Class to the Capital Raise — either a Debt or Equity class — you can use the steps in this article to set the Class up.
Step-by-Step Instructions:
STEP 1: Navigate to 'Capital Raises' in the Main Menu of the Portal. Then click on the Capital Raise you are wanting to add a class to.
STEP 2: Then click the 'Settings' tab on the selected Capital Raise:
STEP 3: Click on the 'Debt & Equity Classes' tab. If have already added Classes to this Capital Raise, the Classes will display here:
STEP 4: To add a new Class, click on the '+ NEW' button on the right side of the screen. Then click 'Add Class' or 'Add Hybrid Class'.
To add a Hybrid Class, use the steps in this article: Adding a Hybrid Class to a Capital Raise
To add an Equity or Debt class that is not a Hybrid Class, select Add Class and proceed to STEP 5.
STEP 5: Click the dropdown under Unit Class and select Create New Class...
STEP 6: Click on the 'Class Type' drop-down menu and choose from either 'Equity' or 'Debt':
STEP 7: Fill out the remaining fields/steps:
New Class Name
Unit Price
Click 'Add' to add this new Class to your Capital Raise
STEP 8: You will now see the new Class under the 'Debt & Equity Classes' tab!
TIP: Add the following items to fully set up your new Class:
Investment Increment Amount (if any)
Minimum Investment Amount (if any)
Maximum Investment Amount (if any)
STEP 9: Click the 'Save Changes' button when complete!
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