InvestNext

A comprehensive guide to getting your capital raise set up within InvestNext!

Fundraising/Capital Raise Training Video Series

IRA/SDIRAs: Setting up the Account and Documents

How to delete a class from your Capital Raise

How to Delete a Class (Capital Raise)

Jay Krause

Alan Mohan

Theresa Klekar

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

Capital Raising

How to create a new capital raise or fundraise (VIDEO)

This article provides a video breakdown for each Capital Raise status and the impact for investors.

Capital Raise Statuses Explained (VIDEO)

How to engage and manage Co-Sponsors through InvestNext 
(Co-Sponsor/Co-GP)

How to Invite and Manage a Co-Sponsor

Ensure that your capital raise details are accurate

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

This video will go over best practices to help create a Deal Room

Creating a Deal Room

This is an overview of the Access section of a Capital Raise

Setting the Audience for a Capital Raise

How to add an equity class to your capital raise.

Adding a Class to a Capital Raise

In the video below we will walk through updating the unit price for a capital raise.

Update Unit Price (Capital Raise)

Capital Raise | Setting a minimum and maximum commitment amount

Setting a minimum and maximum commitment amount

Brad St. Onge

James Trammel

Creating a capital raise

How to preview your deal room before sharing with investors

Preview your deal room

Add summary information for your deal room

Deal room summary information

Learn how to add Photos to your Deal Room

Add Photos to Your Deal Room

Add attachments to your deal room

Steps on how to configure settings and enabling funding instructions for your capital raise.

How to Enable Investor Funding Instructions for Your Capital Raise

Investors without an investor portal account can view your deal room

Allow unregistered investors to view your deal room

Matthew Attou

Set-up your deal room

How to require investor's to verify their accreditation when committing funds to a capital raise?

Accreditation: Adding to a Capital Raise

How to update and manage the accreditation status of an investor through InvestNext.

Accreditation: Managing Investor Status

Investor Accreditation

This article is a walkthrough for How to Delete an Opportunity from your Capital Raise.

How to Delete an Opportunity

Describes what happens when you let the system automatically close a capital raise when the target goal is met.

Automatically closing a capital raise after the target goal is met

This article will walk through how to edit the amount of an existing commitment.

Edit Commitment Amount

This video shows you how to add a new opportunity to the Capital Raise pipeline.

Creating a new Opportunity for a Capital Raise

This video shows you how to manage your E-Signature (HelloSign) Documents within InvestNext

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

In this article, we are going to walk through how to record the receipt of investor funds

Record Receipt of Investor Funds

Opportunity pipeline stages

In this article we are going to cover how to update the stage of an opportunity.

Update Opportunity Stage

Sending Emails from the Opportunities/Fundraising Screen (VIDEO)

In this article we are going to walk through how to manually record an investor's commitment