Capital Raising

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

Kevin Heras avatar Matthew Attou avatar Brad St. Onge avatar +2
27 articles in this collection
Written by Kevin Heras, Matthew Attou, Brad St. Onge and 2 others
Managing Opportunities

Automatically closing a capital raise after the target goal is met

Describes what happens when you let the system automatically close a capital raise when the target goal is met.
Matthew Attou avatar
Written by Matthew Attou
Updated over a week ago

Edit Commitment Amount

This article will walk through how to edit the amount of an existing commitment.
Jay Krause avatar
Written by Jay Krause
Updated over a week ago

Creating a new Opportunity for a Capital Raise

This video shows you how to add a new opportunity to the Capital Raise pipeline.
Brad St. Onge avatar
Written by Brad St. Onge
Updated over a week ago

Reset, Delete, or Upload a Document During a Capital Raise (Video)

This video shows you how to manage your E-Signature (HelloSign) Documents within InvestNext
Brad St. Onge avatar
Written by Brad St. Onge
Updated over a week ago

Record receipt of investor funds

In this article we are going to walk through how to record receipt of investor funds
Kevin Heras avatar
Written by Kevin Heras
Updated over a week ago

Opportunity pipeline stages

Matthew Attou avatar
Written by Matthew Attou
Updated over a week ago

Update Opportunity Stage

In this article we are going to cover how to update the stage of an opportunity.
Kevin Heras avatar
Written by Kevin Heras
Updated over a week ago

Sending Emails from the Opportunities/Fundraising Screen (VIDEO)

Brad St. Onge avatar
Written by Brad St. Onge
Updated over a week ago

Manually record an investor's commitment

In this article we are going to walk through how to manually record an investor's commitment
Kevin Heras avatar
Written by Kevin Heras
Updated over a week ago

Add Tags to Opportunities

This article describes how to add tags to your deals.
Matthew Attou avatar
Written by Matthew Attou
Updated over a week ago