All Collections
Capital Raising
Fundraising/Capital Raise Training Video Series
Fundraising/Capital Raise Training Video Series

A comprehensive guide to getting your capital raise set up within InvestNext!

Alan Mohan avatar
Written by Alan Mohan
Updated over a week ago

Raising capital can be a complex and overwhelming process, but it doesn't have to be! In this comprehensive guide, we've put together a 5-part video series to walk you through setting up your capital raise, deal room, and getting your capital raise set to active. From creating your deal room to viewing your first investor's information, our step-by-step videos cover everything you need to know to make your capital raise a success. Whether you're a first-time issuer or an experienced pro, this guide is designed to help you navigate the capital-raising process with ease in InvestNext. So, you can watch the videos, take notes, and feel confident in your next fundraising round.


Getting Started With The Basics

In this video, you will be guided through a few components of InvestNext including, completing your admin profile, setting up 2FA, email notifications, and managing users/admins for your portal.

Investor Portal Set Up

A guide through setting up your Investor Portal branding with your logos, a welcome message, metrics to share with your investors, and setting up your subdomain.

Capital Raise Set Up

A guide to completing your deal room with the necessary information to get your investors informed, signed, and invested. Covered in this video includes inputting your deal information, setting accreditation, adding e-signature documents, and funding instructions.

Deal Room Set Up

A guide to completing your deal room with the necessary information to get your investors informed, signed, and invested. Covered in this video includes inputting your deal information, setting accreditation, adding e-signature documents, and funding instructions.

Investor Portal Flow (Investor & Admin View)

This video showcases the registration process for an investor and the investor investment flow once they have logged into the portal. We then hop into the admin side of the portal to view how the same investment is displayed in the portal for the admin.

Did this answer your question?