InvestNext

This article provides the Best Practices when setting up and sending Email and Updates in the InvestNext Portal.

Best Practices for Email or Update Set Up

InvestNext Holiday Schedule

Best Practices for working with Retirement/IRA/SDIRA Accounts and Custodians

Keep these best practices in mind when working with your attorney to complete your legal documents

Best Practices for Your Legal Documents

Tips and Insights the InvestNext team has for sponsors to succeed within the InvestNext platform.

Best Practices

This article walks through the billing section within InvestNext and how it can be used by sponsors.

Billing Section 101

All resources for customers related to billing within the InvestNext portal.

Billing

Capital Raise 2.0 Breakdown

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

Capital Raise 2.0 - Visual Comparison

This article provides details into the new metrics provided within the Capital Raise homepage under the Capital Raise 2.0 rollout.

Capital Raise 2.0 Metrics

This article will explain and describe the fundamentals of the Deal Room Views feature and how sponsors can benefit from this feature.

Deal Room Views

Everything you need to know about the Capital Raise 2.0 features and functionality

Capital Raise 2.0

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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