Capital Raising
Everything that you need to know to create a new capital raise, set-up your deal room, and manage opportunities.
37 articles
- How to Delete a Class (Capital Raise)
- Fundraising/Capital Raise Training Video Series
- Adding a Hybrid Class to a Capital Raise
- How to Create Capital Calls
- Withdrawals: How to Withdraw a Funded Commitment
- How Investor's Invest in the InvestNext Portal
- Capital Raise 2.0 FAQ
- How to Enable an NDA Requirement to Access a Deal Room
- How to Create a New Capital Raise or Fundraise (VIDEO)
- Capital Raise Statuses Explained (VIDEO)
- Editing the Capital Raise for Commitment Amounts, Classes, and Co-Sponsors
- Adding a Class to a Capital Raise
- Update Class Unit Price (Capital Raise)
- Setting a Minimum and Maximum Commitment Amount
- Overview of the Default Pipeline Stages
- 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
- Editing the Font in the Deal Room
- How to Close 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
- Waitlist for Investors
- Edit the Unit Class of a Commitment