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How to Delete a Class (Capital Raise)
How to Delete a Class (Capital Raise)

How to delete a class from your Capital Raise

Theresa Klekar avatar
Written by Theresa Klekar
Updated over 3 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.

You may want to delete one or more inactive classes from your Capital Raise before setting your Capital Raise to active or at any other time.

IMPORTANT:

A class can only be deleted from a Capital Raise:

  • If there are no existing commitments or transactions in that Class.

  • If you have removed any documents that are in the Commitment Flow of the Capital Raise for that Class.

If you need to delete a class or classes, please use the following instructions.


​STEP 1: Go into your Capital Raise and click the Settings tab:

​

STEP 2: Click on Debt & Equity Classes to select the Class you wish to delete:

​STEP 3: Click on the Remove Class button and then confirm:


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