InvestNext

Matthew Attou

InvestNext forms are a powerful and customizable way to capture information from current and prospective investors

This article will walk through how to customize your InvestNext Forms (registration form) to collect as much data about potential investors!

How to collect soft commitments from prospective investors using InvestNext forms

Capture leads on your offerings page using InvestNext forms

Capture leads on your deal room using InvestNext forms

The following steps describe how to review a newly submitted form from potential investors before granting them access to your portal.

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