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.

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.

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Track the progress of all tickets related to your company.

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