InvestNext

Adding a Position or Investing Entity to an existing Project (VIDEO)

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.

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