InvestNext

Use these resources to help you with preparation,

Tax Season Resources: A Guide for Easy Preparation

Use the steps below to create and send an a document for e-signature outside of the Commitment Flow.

Sending One-Off E-Signature Documents

Theresa Klekar

Brad St. Onge

Jay Krause

Managing documents within the platform and creating/sending e-signature requests.

Document & E-Signature Management

How to Create E-Signature Templates (VIDEO)

How to add additional signatories to E-Signature document templates.

What is a Signer Role (Additional Signer)?

How to automatically fill an investor's information into an E-Signature Document.

Auto-Populating E-Signature Documents

Step by step instructions for adding an e-signature document to the Capital Raise Commitment Flow

Add an E-Signature Document to the Capital Raise Commitment Flow

How to choose the types of Entities that should be assigned to each Document in the Commitment Flow of a Capital Raise.

Adding Entity Types to Documents in the Commitment Flow

This article steps you through how to replace an e-signature document in a capital raise if you've received an updated copy of the document.

How to Replace an Existing E-Signature Document Template

This article describes how to Copy an existing e-signature template and Replace the document in the template.

How to Reuse an Existing E-Signature Document Template

How to Set Up the E-signature Template for IRA/SDIRA Investors

Creating E-Signature Documents

This article walks through how to complete the Sponsor fields (counter-signatures) for any E-Signature documents.

How to Counter-Sign Documents (VIDEO)

This article will discuss how to check the status of E-Signature Commitment Documents from Commitment/Investment.

How to Check the Status of an E-Signature Request

An easy way to bulk download all your executed documents from a capital raise.

How to Bulk Download Executed Documents from a Capital Raise (VIDEO)

Electronic Document Signing

In this article, we are going to walk through how to mass upload and privately share documents with your investors.

Mass Upload Project Documents

How to publish uploaded documents to be accessible to investors through their investor portal.

Sharing Documents to the Investor Portal

Use the steps in this article to mass upload and privately share documents with your investors.

Mass Upload K1s/Tax Documents

How to upload individual files to an existing project.

Upload Project Files (individual)

Juan Ramirez

Tycarrian Godfrey

Managing Documents on the Portal

Company Website

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