Capital Raising | InvestNext Help Center

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Capital Raising

Capital Raising

Everything that you need to know to create a new capital raise, set-up your deal room, and manage opportunities.

IRA/SDIRAs: Setting up the Account and Documents

How to Delete a Class (Capital Raise)

Fundraising/Capital Raise Training Video Series

Adding a Hybrid Class to a Capital Raise

Capital Calls 101

Withdrawals: How to Withdraw a Funded Commitment

How Investor's Invest in the InvestNext Portal

Creating a capital raise

How to Create a New Capital Raise or Fundraise (VIDEO)

Capital Raise Statuses Explained (VIDEO)

Editing the Capital Raise for Commitment Amounts, Classes, and CoSponsors

Adding a Class to a Capital Raise

Update Class Unit Price (Capital Raise)

Setting a Minimum and Maximum Commitment Amount

Set-up your deal room

Preview Your Deal Room

Deal Room: Adding Information to the Capital Raise Deal Room

Add Photos to Your Deal Room

Add Attachments to Your Deal Room

How to Enable Investor Funding Instructions for Your Capital Raise

Allow Unregistered Investors to View your Capital Raise Deal Room

Select an Audience for a Capital Raise Deal Room (VIDEO)

Managing Opportunities

Automatically closing a capital raise after the target goal is met

How to Delete an Opportunity

Edit the Commitment Amount (Soft or Active Commitment)

Add a New Opportunity to a Capital Raise (VIDEO)

Reset, Upload, or Skip a Document During a Capital Raise (VIDEO)

Record Receipt of Investor Funds

Opportunity Pipelines for Capital Raises

How to Move an Opportunity Along the Pipeline

How to Send Emails to Opportunities in a Capital Raise

Manually Record an Investor's Commitment

Add Tags to Opportunities

How to Cancel a Commitment