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Capital Raise 2.0 - Visual Comparison
Capital Raise 2.0 - Visual Comparison

Introducing, Capital Raise 2.0! We’ll go through the design updates and provide a side-by-side comparison of our Capital Raise layout.

Heran avatar
Written by Heran
Updated over 3 months ago

Capital Raising has got a brand new look on the InvestNext platform! Introducing, Capital Raise 2.0! In this article, we’ll go through the many changes you’ll see to our new Capital Raise design and provide a side-by-side comparison of our capital raising functions.


What’s changed with the Portal’s Main Menu?

Once you’ve logged into the Portal, you'll notice that our Main Menu has received a slight upgrade!

The Main Menu Tab:

The tab that used to be called ‘Fundraising’ is now called ‘Capital Raises’:

The Capital Raises Landing Page:

Clicking the ‘Capital Raises’ tab now brings you to a list of all your raises. You can switch between the ‘Gallery’ view and the ‘Grid’ view. The ‘Opportunities’ tab is now housed within its respective Capital Raise instead:


What’s changed within a Capital Raise?

Once you’ve selected your Capital Raise, you can dive into the Opportunties, Commitments, Deal Room, Commitment Flow, etc.!

The ‘Overview’ tab:

The ‘Overview’ tab displays a high-level overview of a specific Capital Raises Stats (Total Funds Received, Target Amount, Total Commitments, etc.), Opportunities, Action Items, etc:

Previous Layout:

The ‘Opportunities’ tab:

The Opportunities can be found in the new ‘Opportunities’ tab. You can still switch between the ‘Grid’ view and the ‘Pipeline’ view and continue to manage your Investors' Opportunities in the Capital Raise:

Previous Layout:

The ‘Commitments’ tab:

The ‘Commitments’ tab offers a high-level overview of all Commitments in the Capital Raise. You can monitor the Accreditation Status, Paperwork Status, Funding Status, etc. of each Commtient from this screen:

Previous Layout (Not enabled on all Portals):

The ‘Deal Room’ tab:

The Deal Room can now be found under its own ‘Deal Room’ tab! You can continue to build out the details of the Deal Room that Investors will see as an Offering in their Investor Portal:

Previous Layout

The ‘Settings’ tab:

The Capital Raise Settings can now be found under their own ‘Settings’ tab! Here you can manage the details of the Capital Raise, such as the Target Amount, the Classes, Co-Sponsors, and Soft Commitment settings.

IMPORTANT: The ‘Commitment Flow’ and ‘Access’ can now be found under this new ‘Settings’ tab!

Previous Layout


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