InvestNext

Use these steps to Archive/Close a Project by changing the Operational Stage located in the Project's Settings tab.

How to Archive/Close a Project

This article will walk you through the steps to delete a Class that has not been utilized.

Setting up a new project, property, or fund.

How to define your Project's ownership between classes and allow investors to see their correct Ownership Percentage.

Re-value the units within a class by adding a new unit price.

Describing the process of creating a bulk (batch) statement and how to enable it to be shown on the investor portal.

This article will cover recent changes to the Investor Portal, including the introduction of Assets and changes to Summary pages.

How to convert equity (either split or class conversion)

The video will show you how to transfer funds from one position to another position within a project

How to delete an investment or contribution transaction.

This walkthrough provides the steps to record a one-off additional investment/contribution that is not related to an active Capital Raise.

How to track when an investor exits their Position in a Project by Redemption.

Deleting a position to correct the investment date or amount, undo a commitment with funds received, etc.

This article will provide instructions on how to add debt positions to any project through Promissory Notes.