All Collections
Capital Raising
Everything that you need to know to create a new capital raise, set-up your deal room, and manage opportunities.
IRA/SDIRAs: Setting up the Account and Documents
How to Delete a Class (Capital Raise)
Fundraising/Capital Raise Training Video Series
Adding a Hybrid Class to a Capital Raise
Capital Calls 101
Withdrawals: How to Withdraw a Funded Commitment
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 (VIDEO)
Automatically closing 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