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

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

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

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

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

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

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

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

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

This article describes how to add tags to your Opportunities

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

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you