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Capital Raising

Capital Raising

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

31 articles
Jay Krause avatarAlan Mohan avatarTheresa Klekar avatar+4
Written by Jay Krause, Alan Mohan, Theresa Klekar and 4 others

Fundraising/Capital Raise Training Video Series

A comprehensive guide to getting your capital raise set up within InvestNext!
Alan Mohan avatar
Written by Alan Mohan. Updated over a week ago

IRA/SDIRAs: Setting up the Account and Documents

Theresa Klekar avatar
Written by Theresa Klekar. Updated over a week ago

How to Delete a Class (Capital Raise)

How to delete a class from your Capital Raise
Theresa Klekar avatar
Written by Theresa Klekar. Updated over a week ago

Creating a capital raise

9 articles
Brad St. Onge avatarJay Krause avatarJames Trammel avatar+1
Written by Brad St. Onge, Jay Krause, James Trammel and 1 other

Set-up your deal room

6 articles
Matthew Attou avatar
Written by Matthew Attou

Investor Accreditation

2 articles
Jay Krause avatar
Written by Jay Krause

Managing Opportunities

11 articles
Alan Mohan avatarMatthew Attou avatarJay Krause avatar+2
Written by Alan Mohan, Matthew Attou, Jay Krause and 2 others
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