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

Tycarrian Godfrey

Juan Ramirez

Jay Krause

Investment/Project Management

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.

How to Delete a Class (Project)

Setting up a new project, property, or fund.

How to Create a New Project

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

Adding a New Class to a Project

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

Setting Class Ownership Percentages

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

Update Class Unit Price (Project)

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

How to Send a Project Bulk (Batch) Statement

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

Assets & Summary Page

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

How to set-up a Project Summary page

Alan Mohan

Managing Projects

How to Add a Position (Investing Account) to a Project (VIDEO)

How to convert equity (either split or class conversion)

Equity 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 Transfer Ownership of Funds/Investment (Position to Position)

How to delete an investment or contribution transaction.

How to Delete an Investment

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

Record an Additional Investment/Contribution for an Existing Investor

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

How to Redeem Shares/Units for an Investor

Delete a position to correct the investment date or amount.

How to Remove a Position

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

How to Add Debt Positions (Promissory Notes)

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

How to Transfer Ownership of Funds/Investment (Project to Project)

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

How to Move a Transaction from One Position (Account) to Another

Brad St. Onge

Managing Positions

Company Website

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