InvestNext Help Center

Capital Raising

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

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

Capital Raise 2.0 FAQ

How to Enable an NDA Requirement to Access a Deal Room

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

Editing the Font in the Deal Room

Managing Opportunities

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

How to Enable Waitlist for Investors