InvestNext

This article will describe the steps to take to reorder the offerings order hosted on the Offering page of your Investor Portal.

How to reorder your Offerings

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

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.

This article will step you through adding a new Class to a Project and explain how the Percentage Ownership is calculated.

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 discusses the Assets function within the sponsor portal and the benefits of utilizing the feature.

Adding content to a Project Summary will allow you to highlight current and past Projects on your Investor Portal.

How to convert equity (either split or class conversion)

The article will show how to transfer funds from one Position to another Position within the same Project in the same portal.

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.

Transferring Funds from one Position to another Position in a Different Project.

This article will walk through the process of moving any transaction types from one account to another within a project/capital raise.