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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 a week ago

You may want to delete one or more inactive classes from your Capital Raise prior to 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 to your Capital Raise and click the Edit Details button:

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

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


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