InvestNext

This article walks through what happens when you let the system automatically close a capital raise when the target goal is met.

How to Close a Capital Raise after the Target Goal is Met

This article will walk you through deleting an Opportunity

How to Delete an Opportunity

This article will walk through how to edit the amount of an existing Soft Commitment or Active Commitment.

Edit the Commitment Amount (Soft or Active Commitment)

This video shows you how to add a new opportunity to the Capital Raise pipeline.

Add a New Opportunity to a Capital Raise (VIDEO)

This video shows you how to manage your E-Signature (HelloSign) Documents within InvestNext

Reset, Upload, or Skip a Document During a Capital Raise (VIDEO)

In this article, we are going to walk through recording receipt of investor funds.

Record Receipt of Investor Funds

This article provides a pipeline overview for Capital Raises, including pipeline stages, the default pipeline and customizing pipelines.

Opportunity Pipelines for Capital Raises

This article explains how to move an Opportunity to another stage in the Capital Raise pipeline.

How to Move an Opportunity Along the Pipeline

Use the steps below to send an email to Investors from the Opportunities tab in the Fundraising section.

How to Send Emails to Opportunities in a Capital Raise

In this article we are going to walk through how to manually record an investor's commitment

Manually Record an Investor's Commitment

This article describes how to add tags to your Opportunities

Add Tags to Opportunities

This article will breakdown how to cancel an investors Commitment in the Sponsor Portal

How to Cancel a Commitment

This article walks through how sponsors can enable the waitlist feature within their individual capital raises.

Waitlist for Investors

This article demonstrates the ability to edit a Unit Class after a Commitment has been made.

Edit the Unit Class of a Commitment

Managing Opportunities

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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