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Capital Raising

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

35 articles
How to Delete a Class (Capital Raise)How to delete a class from your Capital Raise
Fundraising/Capital Raise Training Video SeriesA comprehensive guide to getting your capital raise set up within InvestNext!
Adding a Hybrid Class to a Capital RaiseHow to add a hybrid ( 2 classes combined) equity class to your capital raise.
How to Create Capital CallsThe steps in this article will show you how to Create a Capital Raise with Capital Calls!
Withdrawals: How to Withdraw a Funded CommitmentThis article will step you through how to withdraw a fully funded Investor's Commitment
How Investor's Invest in the InvestNext PortalThis article reviews the basic steps investors take when they are making either a Soft Commitment or a full Commitment in your portal.
Capital Raise 2.0 FAQThis article will provide the commonly asked questions resolving the Capital Raise 2.0 release and the answers to those questions.
How to Enable an NDA Requirement to Access a Deal RoomThis article describes and instructs on how to enable an NDA requirement for a specific capital raise.

How to Close a Capital Raise after the Target Goal is MetThis article walks through what happens when you let the system automatically close a capital raise when the target goal is met.
How to Delete an OpportunityThis article will walk you through deleting an Opportunity
Edit the Commitment Amount (Soft or Active Commitment)This article will walk through how to edit the amount of an existing Soft Commitment or Active Commitment.
Add a New Opportunity to a Capital Raise (VIDEO)This video shows you how to add a new opportunity to the Capital Raise pipeline.
Reset, Upload, or Skip a Document During a Capital Raise (VIDEO)This video shows you how to manage your E-Signature (HelloSign) Documents within InvestNext
Record Receipt of Investor FundsIn this article, we are going to walk through recording receipt of investor funds.
Opportunity Pipelines for Capital RaisesThis article provides a pipeline overview for Capital Raises, including pipeline stages, the default pipeline and customizing pipelines.
How to Move an Opportunity Along the PipelineThis article explains how to move an Opportunity to another stage in the Capital Raise pipeline.
How to Send Emails to Opportunities in a Capital RaiseUse the steps below to send an email to Investors from the Opportunities tab in the Fundraising section.
Manually Record an Investor's CommitmentIn this article we are going to walk through how to manually record an investor's commitment
Add Tags to OpportunitiesThis article describes how to add tags to your Opportunities
How to Cancel a CommitmentThis article will breakdown how to cancel an investors Commitment in the Sponsor Portal
How to Enable Waitlist for InvestorsThis article walks through how sponsors can enable the waitlist feature within their individual capital raises.