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)
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
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
How to Enable Waitlist for Investors